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Heck Capital Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Heck Capital Advisors’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 		$493K Buy
9,747
+2,329
+31% +$118K 0.03% 154
2026
Q1 		$375K Sell
7,418
-475
-6% -$24.1K 0.03% 162
2025
Q4 		$400K Buy
7,893
+3,591
+83% +$182K 0.03% 164
2025
Q3 		$218K Buy
+4,302
New +$218K 0.02% 190
2025
Q2 		– Sell
-2,869
Closed -$145K – 225
2025
Q1 		$145K Sell
2,869
-266
-8% -$13.4K 0.02% 157
2024
Q4 		$158K Sell
3,135
-246
-7% -$12.4K 0.02% 150
2024
Q3 		$172K Buy
3,381
+961
+40% +$48.6K 0.02% 150
2024
Q2 		$122K Buy
2,420
+109
+5% +$5.49K 0.02% 147
2024
Q1 		$117K Buy
2,311
+252
+12% +$12.7K 0.02% 145
2023
Q4 		$103K Buy
2,059
+853
+71% +$42.8K 0.02% 141
2023
Q3 		$60.5K Sell
1,206
-1,035
-46% -$51.9K 0.01% 148
2023
Q2 		$112K Buy
2,241
+2,000
+830% +$100K 0.02% 133
2023
Q1 		$12.1K Buy
+241
New +$12.1K ﹤0.01% 141

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

Heck Capital Advisors's JPST Position: Q2 2026 in Review

Heck Capital Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 31% in Q2 2026, buying an estimated $118K and bringing the position to 9,747 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #154.

Heck Capital Advisors first reported a position in JPST in Q1 2023 and has held it in 13 quarters since. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Heck Capital Advisors held 9,747 shares of JPMorgan Ultra-Short Income ETF worth $493K as of Q2 2026.
  • Heck Capital Advisors bought 2,329 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $118K.
  • JPMorgan Ultra-Short Income ETF made up 0.03% of Heck Capital Advisors's portfolio in Q2 2026, its #154 holding.
  • Heck Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.