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

Forza 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 		$6.34M Sell
125,293
-10,400
-8% -$525K 1.94% 10
2026
Q1 		$6.87M Sell
135,693
-6,980
-5% -$353K 2.39% 6
2025
Q4 		$7.22M Buy
142,673
+16,185
+13% +$820K 2.61% 5
2025
Q3 		$6.42M Sell
126,488
-14,050
-10% -$711K 2.46% 4
2025
Q2 		$7.12M Buy
140,538
+9,333
+7% +$471K 2.92% 3
2025
Q1 		$6.64M Buy
131,205
+2,025
+2% +$102K 2.99% 3
2024
Q4 		$6.51M Buy
129,180
+4,825
+4% +$244K 2.96% 4
2024
Q3 		$6.31M Sell
124,355
-650
-0.5% -$32.8K 2.89% 3
2024
Q2 		$6.31M Sell
125,005
-2,000
-2% -$101K 3.25% 2
2024
Q1 		$6.41M Sell
127,005
-2,980
-2% -$150K 3.33% 2
2023
Q4 		$6.53M Buy
129,985
+2,205
+2% +$111K 3.6% 2
2023
Q3 		$6.41M Sell
127,780
-1,200
-0.9% -$60.1K 3.31% 2
2023
Q2 		$6.47M Sell
128,980
-11,700
-8% -$587K 3.26% 2
2023
Q1 		$7.08M Sell
140,680
-3,200
-2% -$161K 3.65% 2
2022
Q4 		$7.21M Buy
+143,880
New +$7.21M 4.79% 1

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
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 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

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

Forza Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.7% in Q2 2026, selling an estimated $525K and leaving 125,293 shares worth $6.34M. The position accounts for 1.94% of the portfolio, ranked #10.

Forza Wealth Management first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.22M in Q4 2025. 257 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Forza Wealth Management held 125,293 shares of JPMorgan Ultra-Short Income ETF worth $6.34M as of Q2 2026.
  • Forza Wealth Management sold 10,400 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $525K.
  • JPMorgan Ultra-Short Income ETF made up 1.94% of Forza Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Forza Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $7.22M in Q4 2025.
  • 257 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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