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Helen Stephens Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Helen Stephens Group’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 		$13.3M Buy
262,094
+7,870
+3% +$398K 2.25% 10
2026
Q1 		$12.9M Buy
254,224
+36,566
+17% +$1.85M 2.57% 9
2025
Q4 		$11M Buy
217,658
+12,744
+6% +$646K 2.31% 10
2025
Q3 		$10.4M Buy
204,914
+9,199
+5% +$466K 2.31% 10
2025
Q2 		$9.92M Sell
195,715
-27,798
-12% -$1.4M 2.46% 10
2025
Q1 		$11.3M Buy
223,513
+3,548
+2% +$179K 3.2% 10
2024
Q4 		$11.1M Sell
219,965
-35,705
-14% -$1.8M 3.28% 10
2024
Q3 		$13M Buy
255,670
+29,413
+13% +$1.49M 3.94% 7
2024
Q2 		$11.4M Buy
226,257
+17,685
+8% +$891K 3.95% 7
2024
Q1 		$10.5M Buy
208,572
+7,286
+4% +$367K 4.06% 7
2023
Q4 		$10.1M Buy
201,286
+6,693
+3% +$336K 4.53% 7
2023
Q3 		$9.76M Sell
194,593
-3,448
-2% -$173K 5.05% 7
2023
Q2 		$9.93M Buy
198,041
+79
+0% +$3.96K 5.02% 6
2023
Q1 		$9.96M Buy
197,962
+14,579
+8% +$733K 5.18% 6
2022
Q4 		$9.19M Buy
183,383
+2,653
+1% +$133K 5.49% 6
2022
Q3 		$9.06M Buy
180,730
+27,280
+18% +$1.37M 6.35% 5
2022
Q2 		$7.69M Buy
153,450
+2,875
+2% +$144K 5.45% 8
2022
Q1 		$7.57M Buy
+150,575
New +$7.58M 5.22% 8

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

Helen Stephens Group's JPST Position: Q2 2026 in Review

Helen Stephens Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.1% in Q2 2026, buying an estimated $398K and bringing the position to 262,094 shares worth $13.3M. The position accounts for 2.25% of the portfolio, ranked #10.

Helen Stephens Group first reported a position in JPST in Q1 2022 and has held it in 18 quarters since. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Helen Stephens Group held 262,094 shares of JPMorgan Ultra-Short Income ETF worth $13.3M as of Q2 2026.
  • Helen Stephens Group bought 7,870 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $398K.
  • JPMorgan Ultra-Short Income ETF made up 2.25% of Helen Stephens Group's portfolio in Q2 2026, its #10 holding.
  • Helen Stephens Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 18 quarters since.
  • 623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.