Independent Wealth Network’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Independent Wealth Network’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	$12.3M	Sell	242,635 -7,282	-3%	-$368K	3.12%	3
2026 Q1	$12.6M	Buy	249,917 +51,511	+26%	+$2.61M	3.76%	3
2025 Q4	$10M	Buy	198,406 +2,129	+1%	+$108K	3.07%	4
2025 Q3	$9.96M	Buy	196,277 +31,273	+19%	+$1.58M	3.2%	4
2025 Q2	$8.36M	Sell	165,004 -18,079	-10%	-$913K	3.04%	4
2025 Q1	$9.27M	Sell	183,083 -2,170	-1%	-$110K	3.7%	3
2024 Q4	$9.33M	Buy	185,253 +7,991	+5%	+$404K	3.79%	4
2024 Q3	$8.99M	Buy	177,262 +57,201	+48%	+$2.89M	3.98%	3
2024 Q2	$6.06M	Buy	120,061 +93	+0.1%	+$4.68K	2.82%	5
2024 Q1	$6.05M	Sell	119,968 -3,371	-3%	-$170K	2.84%	5
2023 Q4	$6.2M	Sell	123,339 -7,753	-6%	-$389K	3.26%	4
2023 Q3	$6.58M	Sell	131,092 -64,017	-33%	-$3.21M	4.04%	3
2023 Q2	$9.78M	Sell	195,109 -63,350	-25%	-$3.18M	5.88%	1
2023 Q1	$13M	Buy	258,459 +10,923	+4%	+$549K	8.32%	1
2022 Q4	$12.4M	Sell	247,536 -5,199	-2%	-$261K	8.49%	1
2022 Q3	$12.7M	Buy	252,735 +5,366	+2%	+$269K	9.9%	1
2022 Q2	$12.4M	Buy	247,369 +149,103	+152%	+$7.48M	8.92%	1
2022 Q1	$4.94M	Buy	98,266 +71,981	+274%	+$3.63M	3.14%	4
2021 Q4	$1.33M	Sell	26,285 -3,193	-11%	-$162K	0.82%	26
2021 Q3	$1.49M	Buy	+29,478	New	+$1.5M	0.98%	24

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

FHA

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

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 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

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

Independent Wealth Network's JPST Position: Q2 2026 in Review

Independent Wealth Network reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.9% in Q2 2026, selling an estimated $368K and leaving 242,635 shares worth $12.3M. The position accounts for 3.12% of the portfolio, ranked #3.

Independent Wealth Network first reported a position in JPST in Q3 2021 and has held it in 20 quarters since. The position peaked at $13M in Q1 2023. 337 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Independent Wealth Network held 242,635 shares of JPMorgan Ultra-Short Income ETF worth $12.3M as of Q2 2026.
Independent Wealth Network sold 7,282 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $368K.
JPMorgan Ultra-Short Income ETF made up 3.12% of Independent Wealth Network's portfolio in Q2 2026, its #3 holding.
Independent Wealth Network first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 20 quarters since.
Independent Wealth Network's JPMorgan Ultra-Short Income ETF position peaked at $13M in Q1 2023.
337 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.