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Financial Management Professionals’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Financial Management Professionals’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 		$19.4M Buy
383,190
+17,358
+5% +$877K 1.84% 18
2026
Q1 		$18.5M Buy
365,832
+26,291
+8% +$1.33M 2.08% 15
2025
Q4 		$17.2M Buy
339,541
+18,149
+6% +$920K 1.78% 17
2025
Q3 		$16.3M Buy
321,392
+7,380
+2% +$374K 1.7% 17
2025
Q2 		$15.9M Sell
314,012
-165,037
-34% -$8.34M 1.79% 18
2025
Q1 		$24.3M Buy
479,049
+7,525
+2% +$380K 3.1% 11
2024
Q4 		$23.8M Sell
471,524
-141,023
-23% -$7.12M 3% 10
2024
Q3 		$31.1M Buy
612,547
+45,967
+8% +$2.32M 3.86% 9
2024
Q2 		$28.6M Buy
566,580
+39,246
+7% +$1.98M 3.92% 9
2024
Q1 		$26.6M Buy
527,334
+10,853
+2% +$546K 3.92% 7
2023
Q4 		$25.9M Buy
516,481
+5,278
+1% +$265K 4.23% 7
2023
Q3 		$25.7M Sell
511,203
-46,864
-8% -$2.35M 4.51% 7
2023
Q2 		$28M Buy
558,067
+52,493
+10% +$2.63M 4.68% 5
2023
Q1 		$25.4M Buy
505,574
+21,610
+4% +$1.09M 4.91% 5
2022
Q4 		$24.3M Buy
483,964
+314,145
+185% +$15.7M 4.96% 6
2022
Q3 		$8.52M Buy
169,819
+72,686
+75% +$3.64M 1.95% 14
2022
Q2 		$4.87M Buy
97,133
+22,154
+30% +$1.11M 1.18% 22
2022
Q1 		$3.77M Buy
74,979
+250
+0.3% +$12.6K 0.82% 28
2021
Q4 		$3.77M Sell
74,729
-2,538
-3% -$128K 0.8% 31
2021
Q3 		$3.92M Sell
77,267
-1,525
-2% -$77.3K 0.9% 26
2021
Q2 		$4M Buy
78,792
+16,814
+27% +$853K 1.03% 25
2021
Q1 		$3.15M Buy
+61,978
New +$3.15M 0.84% 25

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
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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Financial Management Professionals's JPST Position: Q2 2026 in Review

Financial Management Professionals increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.7% in Q2 2026, buying an estimated $877K and bringing the position to 383,190 shares worth $19.4M. The position accounts for 1.84% of the portfolio, ranked #18.

Financial Management Professionals first reported a position in JPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $31.1M in Q3 2024. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Financial Management Professionals held 383,190 shares of JPMorgan Ultra-Short Income ETF worth $19.4M as of Q2 2026.
  • Financial Management Professionals bought 17,358 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $877K.
  • JPMorgan Ultra-Short Income ETF made up 1.84% of Financial Management Professionals's portfolio in Q2 2026, its #18 holding.
  • Financial Management Professionals first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 22 quarters since.
  • Financial Management Professionals's JPMorgan Ultra-Short Income ETF position peaked at $31.1M in Q3 2024.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.