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

IFP 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	$12.4M	Sell	245,334 -117,133	-32%	-$5.92M	0.22%	97
2026 Q1	$18.3M	Sell	362,467 -29,329	-7%	-$1.49M	0.38%	47
2025 Q4	$19.8M	Sell	391,796 -24,351	-6%	-$1.23M	0.45%	39
2025 Q3	$21.1M	Buy	416,147 +8,711	+2%	+$441K	0.55%	31
2025 Q2	$20.6M	Buy	407,436 +11,946	+3%	+$603K	0.59%	28
2025 Q1	$20M	Buy	395,490 +14,710	+4%	+$743K	0.62%	25
2024 Q4	$19.2M	Buy	380,780 +730	+0.2%	+$36.9K	0.63%	26
2024 Q3	$19.3M	Sell	380,050 -15,006	-4%	-$758K	0.7%	25
2024 Q2	$19.9M	Buy	395,056 +107,654	+37%	+$5.42M	0.79%	20
2024 Q1	$14.5M	Buy	287,402 +127,884	+80%	+$6.44M	0.64%	28
2023 Q4	$8.01M	Sell	159,518 -54,376	-25%	-$2.73M	0.38%	58
2023 Q3	$10.7M	Sell	213,894 -7,842	-4%	-$393K	0.48%	43
2023 Q2	$11.2M	Sell	221,736 -46,358	-17%	-$2.33M	0.47%	42
2023 Q1	$13.4M	Sell	268,094 -306,128	-53%	-$15.4M	0.58%	28
2022 Q4	$28.9M	Buy	574,222 +102,575	+22%	+$5.14M	0.77%	14
2022 Q3	$23.7M	Buy	471,647 +24,634	+6%	+$1.23M	0.62%	17
2022 Q2	$22.5M	Hold	447,013	–	–	0.72%	11
2022 Q1	$22.5M	Buy	447,013 +294,453	+193%	+$14.8M	0.72%	11
2021 Q4	$7.69M	Sell	152,560 -5,416	-3%	-$274K	0.15%	78
2021 Q3	$8.01M	Buy	157,976 +83,294	+112%	+$4.22M	0.16%	72
2021 Q2	$3.79M	Buy	74,682 +2,060	+3%	+$105K	0.08%	149
2021 Q1	$3.68M	Sell	72,622 -60,077	-45%	-$3.05M	0.07%	133
2020 Q4	$6.74M	Sell	132,699 -17,175	-11%	-$872K	0.27%	56
2020 Q3	$7.61M	Buy	149,874 +56,077	+60%	+$2.85M	0.45%	42
2020 Q2	$4.76M	Buy	93,797 +982	+1%	+$49.5K	0.38%	56
2020 Q1	$4.57M	Buy	92,815 +1,769	+2%	+$88.9K	0.46%	42
2019 Q4	$4.59M	Buy	91,046 +1,197	+1%	+$60.4K	0.35%	60
2019 Q3	$4.54M	Buy	+89,849	New	+$4.53M	0.3%	75
2019 Q1	$369K	Sell	7,300 -57,501	-89%	-$2.89M	0.05%	342
2018 Q4	$3.25M	Buy	64,801 +29,931	+86%	+$1.5M	0.2%	119
2018 Q3	$1.75M	Buy	34,870 +23,238	+200%	+$1.17M	0.07%	289
2018 Q2	$583K	Buy	+11,632	New	+$583K	0.02%	600

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

IFP Advisors's JPST Position: Q2 2026 in Review

IFP Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 32% in Q2 2026, selling an estimated $5.92M and leaving 245,334 shares worth $12.4M. The position accounts for 0.22% of the portfolio, ranked #97.

IFP Advisors first reported a position in JPST in Q2 2018 and has held it in 32 quarters since. The position peaked at $28.9M in Q4 2022. 382 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

IFP Advisors held 245,334 shares of JPMorgan Ultra-Short Income ETF worth $12.4M as of Q2 2026.
IFP Advisors sold 117,133 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $5.92M.
JPMorgan Ultra-Short Income ETF made up 0.22% of IFP Advisors's portfolio in Q2 2026, its #97 holding.
IFP Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 32 quarters since.
IFP Advisors's JPMorgan Ultra-Short Income ETF position peaked at $28.9M in Q4 2022.
382 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.