First Heartland Consultants’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

First Heartland Consultants’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	$1.83M	Buy	36,192 +5,238	+17%	+$265K	0.12%	147
2026 Q1	$1.57M	Buy	30,954 +2,822	+10%	+$143K	0.12%	150
2025 Q4	$1.42M	Buy	28,132 +466	+2%	+$23.6K	0.11%	145
2025 Q3	$1.4M	Buy	27,666 +2,947	+12%	+$149K	0.11%	137
2025 Q2	$1.25M	Buy	24,719 +2,098	+9%	+$106K	0.11%	143
2025 Q1	$1.15M	Buy	22,621 +4,381	+24%	+$221K	0.12%	136
2024 Q4	$919K	Buy	18,240 +3,668	+25%	+$185K	0.09%	155
2024 Q3	$739K	Buy	14,572 +537	+4%	+$27.1K	0.08%	177
2024 Q2	$708	Buy	14,035 +3,567	+34%	+$180K	0.05%	208
2024 Q1	$528K	Buy	10,468 +1,921	+22%	+$96.7K	0.05%	243
2023 Q4	$429K	Buy	8,547 +233	+3%	+$11.7K	0.05%	230
2023 Q3	$417K	Sell	8,314 -6	-0.1%	-$301	0.05%	237
2023 Q2	$417K	Buy	+8,320	New	+$418K	0.05%	235
2018 Q2	–	Sell	-7,005	Closed	-$350K	–	255
2018 Q1	$350K	Hold	7,005	–	–	0.1%	198
2017 Q4	$351K	Buy	7,005 +1,657	+31%	+$83K	0.11%	197
2017 Q3	$267K	Buy	+5,348	New	+$268K	0.06%	286

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

First Heartland Consultants's JPST Position: Q2 2026 in Review

First Heartland Consultants increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q2 2026, buying an estimated $265K and bringing the position to 36,192 shares worth $1.83M. The position accounts for 0.12% of the portfolio, ranked #147.

First Heartland Consultants first reported a position in JPST in Q3 2017 and has held it in 16 quarters since. 447 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

First Heartland Consultants held 36,192 shares of JPMorgan Ultra-Short Income ETF worth $1.83M as of Q2 2026.
First Heartland Consultants bought 5,238 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $265K.
JPMorgan Ultra-Short Income ETF made up 0.12% of First Heartland Consultants's portfolio in Q2 2026, its #147 holding.
First Heartland Consultants first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2017 and has held it in 16 quarters since.
447 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.