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Horizon Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Horizon Financial Services’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 		$964K Sell
19,064
-7,070
-27% -$357K 0.37% 38
2026
Q1 		$1.32M Sell
26,134
-3,393
-11% -$172K 0.58% 34
2025
Q4 		$1.49M Sell
29,527
-2,441
-8% -$124K 0.68% 31
2025
Q3 		$1.62M Buy
31,968
+1,897
+6% +$96K 0.77% 28
2025
Q2 		$1.52M Sell
30,071
-6,118
-17% -$309K 0.81% 29
2025
Q1 		$1.83M Sell
36,189
-2,006
-5% -$101K 1.02% 28
2024
Q4 		$1.92M Buy
38,195
+29,523
+340% +$1.49M 1.08% 29
2024
Q3 		$440K Sell
8,672
-1,354
-14% -$68.4K 0.26% 41
2024
Q2 		$506K Sell
10,026
-2,365
-19% -$119K 0.32% 39
2024
Q1 		$625K Sell
12,391
-2,247
-15% -$113K 0.4% 38
2023
Q4 		$735K Sell
14,638
-1,008
-6% -$50.6K 0.52% 33
2023
Q3 		$785K Buy
15,646
+629
+4% +$31.5K 0.63% 29
2023
Q2 		$753K Sell
15,017
-1,287
-8% -$64.6K 0.61% 26
2023
Q1 		$820K Buy
16,304
+672
+4% +$33.8K 0.7% 25
2022
Q4 		$784K Buy
15,632
+1,176
+8% +$58.9K 0.68% 24
2022
Q3 		$725K Sell
14,456
-2,707
-16% -$136K 0.64% 30
2022
Q2 		$860K Buy
17,163
+3,092
+22% +$155K 0.66% 27
2022
Q1 		$707K Sell
14,071
-823
-6% -$41.5K 0.45% 33
2021
Q4 		$752K Sell
14,894
-1,908
-11% -$96.5K 0.46% 35
2021
Q3 		$852K Sell
16,802
-333
-2% -$16.9K 0.56% 35
2021
Q2 		$869K Buy
17,135
+16,279
+1,902% +$826K 0.63% 39
2021
Q1 		$43K Buy
+856
New +$43.5K 0.04% 45

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

Horizon Financial Services's JPST Position: Q2 2026 in Review

Horizon Financial Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 27% in Q2 2026, selling an estimated $357K and leaving 19,064 shares worth $964K. The position accounts for 0.37% of the portfolio, ranked #38.

Horizon Financial Services first reported a position in JPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.92M in Q4 2024. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Horizon Financial Services held 19,064 shares of JPMorgan Ultra-Short Income ETF worth $964K as of Q2 2026.
  • Horizon Financial Services sold 7,070 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $357K.
  • JPMorgan Ultra-Short Income ETF made up 0.37% of Horizon Financial Services's portfolio in Q2 2026, its #38 holding.
  • Horizon Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 22 quarters since.
  • Horizon Financial Services's JPMorgan Ultra-Short Income ETF position peaked at $1.92M in Q4 2024.
  • 623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.