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Essential Investment Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Essential Investment Partners’s Portfolio JPST Stock Details JPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
21,477
-2,050
-9% -$104K 0.87% 35
2026
Q1 		$1.19M Sell
23,527
-8,458
-26% -$428K 1.1% 29
2025
Q4 		$1.62M Buy
+31,985
New +$1.62M 1.52% 20

Other funds holding JPST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Essential Investment Partners's JPST Position: Q2 2026 in Review

Essential Investment Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.7% in Q2 2026, selling an estimated $104K and leaving 21,477 shares worth $1.09M. The position accounts for 0.87% of the portfolio, ranked #35.

Essential Investment Partners first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.62M in Q4 2025. 341 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Essential Investment Partners held 21,477 shares of JPMorgan Ultra-Short Income ETF worth $1.09M as of Q2 2026.
  • Essential Investment Partners sold 2,050 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $104K.
  • JPMorgan Ultra-Short Income ETF made up 0.87% of Essential Investment Partners's portfolio in Q2 2026, its #35 holding.
  • Essential Investment Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's JPMorgan Ultra-Short Income ETF position peaked at $1.62M in Q4 2025.
  • 341 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.