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Insight 2811 Inc’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Insight 2811 Inc’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 		$1.99M Sell
39,397
-2,923
-7% -$148K 0.77% 19
2026
Q1 		$2.14M Sell
42,320
-1,707
-4% -$86.4K 0.9% 16
2025
Q4 		$2.23M Sell
44,027
-7,545
-15% -$382K 0.98% 15
2025
Q3 		$2.62M Sell
51,572
-27,715
-35% -$1.4M 1.17% 13
2025
Q2 		$4.02M Sell
79,287
-14,177
-15% -$716K 1.9% 10
2025
Q1 		$4.73M Sell
93,464
-4,579
-5% -$231K 2.4% 10
2024
Q4 		$4.94M Sell
98,043
-81,969
-46% -$4.14M 2.54% 9
2024
Q3 		$9.13M Sell
180,012
-6,872
-4% -$347K 4.55% 7
2024
Q2 		$9.43M Buy
186,884
+45,489
+32% +$2.29M 4.9% 6
2024
Q1 		$7.13M Buy
141,395
+28,880
+26% +$1.45M 3.66% 6
2023
Q4 		$5.65M Buy
112,515
+53,030
+89% +$2.66M 3.08% 8
2023
Q3 		$2.98M Buy
59,485
+22,360
+60% +$1.12M 1.69% 9
2023
Q2 		$1.86M Buy
37,125
+3,588
+11% +$180K 1.01% 15
2023
Q1 		$1.69M Sell
33,537
-650
-2% -$32.7K 1.04% 11
2022
Q4 		$1.71M Sell
34,187
-6,846
-17% -$343K 1.06% 10
2022
Q3 		$2.06M Sell
41,033
-1,114
-3% -$55.8K 1.39% 7
2022
Q2 		$2.11M Sell
42,147
-3,569
-8% -$179K 1.38% 7
2022
Q1 		$2.3M Sell
45,716
-1,090
-2% -$54.9K 1.36% 7
2021
Q4 		$2.36M Sell
46,806
-5,216
-10% -$264K 1.34% 9
2021
Q3 		$2.64M Buy
52,022
+5,150
+11% +$261K 1.56% 7
2021
Q2 		$2.38M Sell
46,872
-1,705
-4% -$86.5K 1.34% 8
2021
Q1 		$2.47M Buy
48,577
+202
+0.4% +$10.3K 1.44% 8
2020
Q4 		$2.46M Sell
48,375
-3,763
-7% -$191K 1.45% 7
2020
Q3 		$2.65M Buy
52,138
+14,331
+38% +$728K 1.65% 8
2020
Q2 		$1.92M Buy
37,807
+12,561
+50% +$633K 1.27% 8
2020
Q1 		$1.25M Sell
25,246
-14,309
-36% -$719K 0.92% 10
2019
Q4 		$2M Buy
39,555
+4,326
+12% +$218K 1.31% 10
2019
Q3 		$1.78M Buy
35,229
+7,638
+28% +$385K 1.26% 8
2019
Q2 		$1.39M Buy
27,591
+4,430
+19% +$223K 1% 11
2019
Q1 		$1.17M Sell
23,161
-3,526
-13% -$177K 0.89% 14
2018
Q4 		$1.34M Buy
+26,687
New +$1.34M 1.14% 10

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Insight 2811 Inc's JPST Position: Q2 2026 in Review

Insight 2811 Inc reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.9% in Q2 2026, selling an estimated $148K and leaving 39,397 shares worth $1.99M. The position accounts for 0.77% of the portfolio, ranked #19.

Insight 2811 Inc first reported a position in JPST in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.43M in Q2 2024. 1,193 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Insight 2811 Inc held 39,397 shares of JPMorgan Ultra-Short Income ETF worth $1.99M as of Q2 2026.
  • Insight 2811 Inc sold 2,923 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $148K.
  • JPMorgan Ultra-Short Income ETF made up 0.77% of Insight 2811 Inc's portfolio in Q2 2026, its #19 holding.
  • Insight 2811 Inc first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 31 quarters since.
  • Insight 2811 Inc's JPMorgan Ultra-Short Income ETF position peaked at $9.43M in Q2 2024.
  • 1,193 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Insight 2811 Inc's 13F filing for Q2 2026, filed 11 Aug 2026.