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

IMZ 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 		$28.9M Buy
571,842
+173,316
+43% +$8.75M 9.16% 3
2026
Q1 		$20.2M Sell
398,526
-494
-0.1% -$25K 7.63% 6
2025
Q4 		$20.2M Sell
399,020
-12,608
-3% -$639K 7.39% 6
2025
Q3 		$20.9M Buy
411,628
+33,657
+9% +$1.7M 7.77% 5
2025
Q2 		$19.1M Sell
377,971
-15,180
-4% -$767K 7.65% 5
2025
Q1 		$19.9M Buy
393,151
+22,872
+6% +$1.16M 9.03% 3
2024
Q4 		$18.7M Sell
370,279
-10,924
-3% -$552K 8.51% 5
2024
Q3 		$19.2M Buy
381,203
+24,091
+7% +$1.22M 8.9% 4
2024
Q2 		$18M Buy
357,112
+10,292
+3% +$518K 8.99% 4
2024
Q1 		$17.5M Buy
346,820
+44,741
+15% +$2.25M 9.02% 4
2023
Q4 		$15.2M Buy
+302,079
New +$15.2M 8.2% 6

Other funds holding JPST

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

IMZ Advisory's JPST Position: Q2 2026 in Review

IMZ Advisory increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 43% in Q2 2026, buying an estimated $8.75M and bringing the position to 571,842 shares worth $28.9M. The position accounts for 9.16% of the portfolio, ranked #3.

IMZ Advisory first reported a position in JPST in Q4 2023 and has held it in 11 quarters since. 191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • IMZ Advisory held 571,842 shares of JPMorgan Ultra-Short Income ETF worth $28.9M as of Q2 2026.
  • IMZ Advisory bought 173,316 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $8.75M.
  • JPMorgan Ultra-Short Income ETF made up 9.16% of IMZ Advisory's portfolio in Q2 2026, its #3 holding.
  • IMZ Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on IMZ Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.