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Formidable Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Formidable Asset 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 		$3.73M Sell
73,781
-36,838
-33% -$1.86M 0.59% 33
2026
Q1 		$5.6M Sell
110,619
-7,914
-7% -$401K 0.86% 22
2025
Q4 		$6.01M Buy
118,533
+4,215
+4% +$214K 0.87% 21
2025
Q3 		$5.79M Buy
114,318
+28,795
+34% +$1.46M 0.91% 18
2025
Q2 		$4.33M Hold
85,523
– – 0.72% 25
2025
Q1 		$4.33M Buy
85,523
+2,644
+3% +$134K 0.72% 25
2024
Q4 		$4.17M Buy
82,879
+7,747
+10% +$391K 0.69% 25
2024
Q3 		$3.81M Buy
75,132
+6,496
+9% +$328K 0.61% 31
2024
Q2 		$3.46M Sell
68,636
-11,035
-14% -$556K 0.56% 29
2024
Q1 		$4.02M Sell
79,671
-9,579
-11% -$482K 0.66% 27
2023
Q4 		$4.48M Sell
89,250
-47,498
-35% -$2.38M 0.93% 16
2023
Q3 		$6.86M Buy
136,748
+2,840
+2% +$142K 1.52% 12
2023
Q2 		$6.71M Sell
133,908
-4,465
-3% -$224K 1.47% 12
2023
Q1 		$6.96M Buy
138,373
+7,639
+6% +$384K 1.47% 12
2022
Q4 		$6.55M Buy
130,734
+186
+0.1% +$9.32K 1.48% 14
2022
Q3 		$6.54M Buy
130,548
+656
+0.5% +$32.9K 1.52% 13
2022
Q2 		$6.5M Buy
129,892
+4,425
+4% +$222K 1.46% 14
2022
Q1 		$6.31M Buy
125,467
+760
+0.6% +$38.3K 1.21% 15
2021
Q4 		$6.29M Sell
124,707
-4,473
-3% -$226K 1.21% 13
2021
Q3 		$6.55M Sell
129,180
-109,046
-46% -$5.53M 1.23% 14
2021
Q2 		$12.1M Buy
238,226
+128,196
+117% +$6.5M 2.6% 7
2021
Q1 		$5.58M Buy
110,030
+77,286
+236% +$3.92M 1.21% 13
2020
Q4 		$1.66M Buy
32,744
+7,944
+32% +$403K 0.39% 54
2020
Q3 		$1.26M Buy
+24,800
New +$1.26M 0.37% 61

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Formidable Asset Management's JPST Position: Q2 2026 in Review

Formidable Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 33% in Q2 2026, selling an estimated $1.86M and leaving 73,781 shares worth $3.73M. The position accounts for 0.59% of the portfolio, ranked #33.

Formidable Asset Management first reported a position in JPST in Q3 2020 and has held it in 24 quarters since. The position peaked at $12.1M in Q2 2021. 594 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Formidable Asset Management held 73,781 shares of JPMorgan Ultra-Short Income ETF worth $3.73M as of Q2 2026.
  • Formidable Asset Management sold 36,838 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.86M.
  • JPMorgan Ultra-Short Income ETF made up 0.59% of Formidable Asset Management's portfolio in Q2 2026, its #33 holding.
  • Formidable Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 24 quarters since.
  • Formidable Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $12.1M in Q2 2021.
  • 594 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.