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

IFG 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	$235K	Buy	4,649 +259	+6%	+$13.1K	0.03%	150
2026 Q1	$222K	Buy	4,390 +45	+1%	+$2.28K	0.04%	144
2025 Q4	$220K	Sell	4,345 -150	-3%	-$7.6K	0.04%	146
2025 Q3	$228K	Sell	4,495 -48	-1%	-$2.43K	0.04%	143
2025 Q2	$230K	Sell	4,543 -105	-2%	-$5.3K	0.04%	151
2025 Q1	$235K	Buy	4,648 +118	+3%	+$5.96K	0.05%	134
2024 Q4	$228K	Hold	4,530	–	–	0.05%	133
2024 Q3	$230K	Sell	4,530 -140	-3%	-$7.07K	0.05%	129
2024 Q2	$236K	Hold	4,670	–	–	0.06%	126
2024 Q1	$236K	Hold	4,670	–	–	0.06%	120
2023 Q4	$235K	Hold	4,670	–	–	0.07%	112
2023 Q3	$234K	Sell	4,670 -79	-2%	-$3.96K	0.08%	107
2023 Q2	$238K	Hold	4,749	–	–	0.08%	108
2023 Q1	$239K	Buy	+4,749	New	+$239K	0.09%	108

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFG Advisors's JPST Position: Q2 2026 in Review

IFG Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.9% in Q2 2026, buying an estimated $13.1K and bringing the position to 4,649 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #150.

IFG Advisors first reported a position in JPST in Q1 2023 and has held it in 14 quarters since. The position peaked at $239K in Q1 2023. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

IFG Advisors held 4,649 shares of JPMorgan Ultra-Short Income ETF worth $235K as of Q2 2026.
IFG Advisors bought 259 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $13.1K.
JPMorgan Ultra-Short Income ETF made up 0.03% of IFG Advisors's portfolio in Q2 2026, its #150 holding.
IFG Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 14 quarters since.
IFG Advisors's JPMorgan Ultra-Short Income ETF position peaked at $239K in Q1 2023.
1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.