IHT Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

IHT Wealth Management’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	$1.3M	Buy	25,785 +5,711	+28%	+$288K	0.03%	519
2026 Q1	$1.02M	Sell	20,074 -3,135	-14%	-$159K	0.02%	570
2025 Q4	$1.17M	Buy	23,209 +5,090	+28%	+$258K	0.03%	497
2025 Q3	$919K	Sell	18,119 -75,066	-81%	-$3.8M	0.02%	558
2025 Q2	$4.72M	Buy	93,185 +5,521	+6%	+$279K	0.13%	162
2025 Q1	$4.44M	Sell	87,664 -11,834	-12%	-$598K	0.14%	145
2024 Q4	$5.01M	Sell	99,498 -110,454	-53%	-$5.58M	0.16%	127
2024 Q3	$10.7M	Buy	209,952 +883	+0.4%	+$44.6K	0.3%	65
2024 Q2	$10.6M	Buy	209,069 +91,203	+77%	+$4.59M	0.39%	48
2024 Q1	$5.95M	Sell	117,866 -217,316	-65%	-$10.9M	0.24%	88
2023 Q4	$16.8M	Buy	335,182 +324,410	+3,012%	+$16.3M	0.75%	20
2023 Q3	$541K	Sell	10,772 -2,121	-16%	-$106K	0.03%	531
2023 Q2	$646K	Sell	12,893 -381,507	-97%	-$19.1M	0.03%	466
2023 Q1	$19.8M	Buy	394,400 +383,618	+3,558%	+$19.3M	1.13%	15
2022 Q4	$541K	Sell	10,782 -374	-3%	-$18.7K	0.03%	471
2022 Q3	$560K	Buy	11,156 +173	+2%	+$8.67K	0.04%	425
2022 Q2	$550K	Buy	10,983 +2,480	+29%	+$124K	0.05%	370
2022 Q1	$427K	Sell	8,503 -335	-4%	-$16.9K	0.03%	453
2021 Q4	$446K	Sell	8,838 -1,519	-15%	-$76.8K	0.03%	472
2021 Q3	$525K	Sell	10,357 -16,314	-61%	-$827K	0.04%	414
2021 Q2	$1.35M	Buy	26,671 +9,385	+54%	+$476K	0.09%	254
2021 Q1	$877K	Sell	17,286 -1,874	-10%	-$95.2K	0.06%	296
2020 Q4	$973K	Buy	19,160 +2,032	+12%	+$103K	0.08%	249
2020 Q3	$870K	Sell	17,128 -977	-5%	-$49.6K	0.09%	239
2020 Q2	$918K	Buy	18,105 +13,107	+262%	+$660K	0.13%	176
2020 Q1	$248K	Sell	4,998 -600	-11%	-$30.2K	0.04%	442
2019 Q4	$282K	Sell	5,598 -1,611	-22%	-$81.3K	0.03%	464
2019 Q3	$364K	Buy	7,209 +900	+14%	+$45.4K	0.05%	381
2019 Q2	$318K	Buy	6,309 +948	+18%	+$47.8K	0.05%	383
2019 Q1	$270K	Buy	+5,361	New	+$269K	0.05%	383

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

IHT Wealth Management's JPST Position: Q2 2026 in Review

IHT Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 28% in Q2 2026, buying an estimated $288K and bringing the position to 25,785 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #519.

IHT Wealth Management first reported a position in JPST in Q1 2019 and has held it in 30 quarters since. The position peaked at $19.8M in Q1 2023. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

IHT Wealth Management held 25,785 shares of JPMorgan Ultra-Short Income ETF worth $1.3M as of Q2 2026.
IHT Wealth Management bought 5,711 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $288K.
JPMorgan Ultra-Short Income ETF made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #519 holding.
IHT Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 30 quarters since.
IHT Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $19.8M in Q1 2023.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.