Fortitude Family Office’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Fortitude Family Office’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	$2.24M	Sell	44,338 -3,455	-7%	-$175K	0.43%	46
2026 Q1	$2.42M	Buy	47,793 +12,790	+37%	+$648K	0.54%	37
2025 Q4	$1.77M	Sell	35,003 -2,930	-8%	-$148K	0.41%	52
2025 Q3	$1.92M	Sell	37,933 -2,156	-5%	-$109K	0.52%	46
2025 Q2	$2.03M	Sell	40,089 -18,315	-31%	-$925K	0.67%	36
2025 Q1	$2.96M	Sell	58,404 -2,393	-4%	-$121K	1.05%	20
2024 Q4	$3.06M	Sell	60,797 -6,207	-9%	-$313K	1.09%	20
2024 Q3	$3.4M	Buy	67,004 +20,898	+45%	+$1.06M	1.35%	14
2024 Q2	$2.33M	Sell	46,106 -9,030	-16%	-$455K	1.32%	16
2024 Q1	$2.78M	Sell	55,136 -8,497	-13%	-$428K	1.87%	11
2023 Q4	$3.2M	Buy	+63,633	New	+$3.19M	2.38%	6

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

Fortitude Family Office's JPST Position: Q2 2026 in Review

Fortitude Family Office reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.2% in Q2 2026, selling an estimated $175K and leaving 44,338 shares worth $2.24M. The position accounts for 0.43% of the portfolio, ranked #46.

Fortitude Family Office first reported a position in JPST in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.4M in Q3 2024. 447 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Fortitude Family Office held 44,338 shares of JPMorgan Ultra-Short Income ETF worth $2.24M as of Q2 2026.
Fortitude Family Office sold 3,455 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $175K.
JPMorgan Ultra-Short Income ETF made up 0.43% of Fortitude Family Office's portfolio in Q2 2026, its #46 holding.
Fortitude Family Office first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's JPMorgan Ultra-Short Income ETF position peaked at $3.4M in Q3 2024.
447 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.