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

IFG Advisory’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	$10.1M	Buy	+200,579	New	+$10.1M	0.36%	73
2026 Q1	–	Sell	-159,806	Closed	-$8.08M	–	649
2025 Q4	$8.08M	Buy	159,806 +3,957	+3%	+$200K	0.35%	83
2025 Q3	$7.91M	Buy	155,849 +3,218	+2%	+$163K	0.36%	77
2025 Q2	$7.74M	Sell	152,631 -7,123	-4%	-$360K	0.39%	65
2025 Q1	$8.09M	Sell	159,754 -2,701	-2%	-$136K	0.45%	53
2024 Q4	$8.18M	Buy	162,455 +30,548	+23%	+$1.54M	0.46%	50
2024 Q3	$6.69M	Buy	131,907 +9,653	+8%	+$488K	0.43%	55
2024 Q2	$6.17M	Sell	122,254 -28	-0%	-$1.41K	0.4%	57
2024 Q1	$6.17M	Buy	122,282 +8,212	+7%	+$413K	0.46%	50
2023 Q4	$5.73M	Sell	114,070 -6,847	-6%	-$344K	0.42%	54
2023 Q3	$6.07M	Buy	120,917 +36,866	+44%	+$1.85M	0.51%	38
2023 Q2	$4.21M	Sell	84,051 -6,572	-7%	-$330K	0.37%	73
2023 Q1	$4.56M	Sell	90,623 -3,658	-4%	-$184K	0.43%	58
2022 Q4	$4.73M	Sell	94,281 -1,019	-1%	-$51.1K	0.47%	48
2022 Q3	$4.78M	Buy	95,300 +273	+0.3%	+$13.7K	0.43%	50
2022 Q2	$4.76M	Buy	95,027 +298	+0.3%	+$15K	0.51%	46
2022 Q1	$4.76M	Sell	94,729 -21,255	-18%	-$1.07M	0.48%	46
2021 Q4	$5.85M	Sell	115,984 -16,897	-13%	-$855K	0.57%	39
2021 Q3	$6.74M	Buy	132,881 +9,327	+8%	+$473K	0.73%	26
2021 Q2	$6.27M	Buy	123,554 +856	+0.7%	+$43.4K	0.7%	28
2021 Q1	$6.23M	Buy	122,698 +3,755	+3%	+$191K	0.78%	19
2020 Q4	$6.04M	Buy	118,943 +724	+0.6%	+$36.8K	0.84%	19
2020 Q3	$6M	Sell	118,219 -11,327	-9%	-$576K	0.97%	18
2020 Q2	$6.57M	Buy	129,546 +7,533	+6%	+$379K	1.18%	12
2020 Q1	$6.06M	Sell	122,013 -8,845	-7%	-$445K	1.35%	11
2019 Q4	$6.6M	Buy	130,858 +1,298	+1%	+$65.5K	1.2%	11
2019 Q3	$6.53M	Buy	129,560 +2,400	+2%	+$121K	1.27%	12
2019 Q2	$6.41M	Sell	127,160 -2,043	-2%	-$103K	1.14%	15
2019 Q1	$6.5M	Buy	+129,203	New	+$6.49M	1.24%	15

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 Advisory's JPST Position: Q2 2026 in Review

IFG Advisory opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 200,579 shares worth $10.1M. The stake represents 0.36% of the portfolio and ranks #73 among its holdings. This is a return to the name: IFG Advisory previously reported a position in JPST as recently as Q4 2025.

IFG Advisory first reported a position in JPST in Q1 2019 and has held it in 29 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

IFG Advisory held 200,579 shares of JPMorgan Ultra-Short Income ETF worth $10.1M as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new IFG Advisory position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.36% of IFG Advisory's portfolio in Q2 2026, its #73 holding.
IFG Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 29 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.