EWM
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Evermay Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Evermay Wealth Management’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 		– Sell
-32
Closed -$1.62K – 672
2026
Q1 		$1.62K Buy
+32
New +$1.62K ﹤0.01% 552
2025
Q1 		– Sell
-269
Closed -$13.6K – 595
2024
Q4 		$13.6K Hold
269
– – ﹤0.01% 407
2024
Q3 		$13.7K Sell
269
-365
-58% -$18.4K ﹤0.01% 431
2024
Q2 		$32K Sell
634
-21
-3% -$1.06K 0.01% 376
2024
Q1 		$33K Sell
655
-6,743
-91% -$340K 0.01% 385
2023
Q4 		$373K Sell
7,398
-512,558
-99% -$25.7M 0.07% 126
2023
Q3 		$26.1M Sell
519,956
-386,918
-43% -$19.4M 5.33% 5
2023
Q2 		$45.5M Sell
906,874
-28,390
-3% -$1.42M 8.75% 3
2023
Q1 		$47.1M Sell
935,264
-34,338
-4% -$1.73M 9.5% 3
2022
Q4 		$48.7M Sell
969,602
-269,877
-22% -$13.5M 9.92% 3
2022
Q3 		$62.2M Buy
1,239,479
+14,422
+1% +$723K 12.37% 2
2022
Q2 		$61.4M Buy
1,225,057
+222,756
+22% +$11.2M 11.91% 2
2022
Q1 		$50.4M Buy
1,002,301
+40,289
+4% +$2.03M 8.45% 3
2021
Q4 		$48.6M Buy
962,012
+5,184
+0.5% +$262K 8.68% 3
2021
Q3 		$48.5M Sell
956,828
-5,339
-0.6% -$271K 9.4% 3
2021
Q2 		$48.8M Sell
962,167
-39,151
-4% -$1.99M 9.04% 3
2021
Q1 		$50.8M Buy
1,001,318
+254,365
+34% +$12.9M 10.16% 3
2020
Q4 		$37.9M Buy
746,953
+66,996
+10% +$3.4M 8.37% 3
2020
Q3 		$34.5M Buy
679,957
+8,097
+1% +$411K 8.48% 3
2020
Q2 		$34.1M Sell
671,860
-176,242
-21% -$8.88M 8.97% 3
2020
Q1 		$42.1M Buy
848,102
+36,006
+4% +$1.81M 12.78% 2
2019
Q4 		$41M Buy
812,096
+82,977
+11% +$4.19M 10.07% 3
2019
Q3 		$36.8M Buy
729,119
+25,840
+4% +$1.3M 10.02% 3
2019
Q2 		$35.4M Buy
703,279
+24,485
+4% +$1.23M 9.84% 3
2019
Q1 		$34.1M Buy
678,794
+73,450
+12% +$3.69M 9.65% 3
2018
Q4 		$30.3M Buy
605,344
+532,651
+733% +$26.7M 9.83% 3
2018
Q3 		$3.65M Buy
+72,693
New +$3.65M 1.14% 11

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Evermay Wealth Management's JPST Position: Q2 2026 in Review

Evermay Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 32 shares — an estimated $1.62K sold.

Evermay Wealth Management first reported a position in JPST in Q3 2018 and held it in 27 quarters. The position peaked at $62.2M in Q3 2022. 494 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Evermay Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 32 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.62K.
  • Evermay Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and held it in 27 quarters.
  • Evermay Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $62.2M in Q3 2022.
  • 494 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.