Insight Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Insight Wealth Partners’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	$12.1M	Sell	240,079 -36,099	-13%	-$1.82M	1.63%	4
2026 Q1	$14M	Buy	276,178 +7,976	+3%	+$404K	1.96%	5
2025 Q4	$13.6M	Buy	268,202 +7,220	+3%	+$366K	1.86%	5
2025 Q3	$13.2M	Sell	260,982 -49,319	-16%	-$2.5M	4.03%	5
2025 Q2	$15.7M	Buy	310,301 +142,090	+84%	+$7.18M	6.1%	3
2025 Q1	$8.52M	Buy	168,211 +6,292	+4%	+$318K	1.42%	6
2024 Q4	$8.16M	Sell	161,919 -2,036	-1%	-$103K	1.12%	6
2024 Q3	$8.32M	Sell	163,955 -419,986	-72%	-$21.2M	1.64%	6
2024 Q2	$29.5M	Buy	583,941 +179,408	+44%	+$9.03M	5.1%	2
2024 Q1	$20.4M	Buy	404,533 +66,995	+20%	+$3.37M	3.51%	2
2023 Q4	$17M	Buy	337,538 +124,688	+59%	+$6.26M	2.94%	2
2023 Q3	$10.7M	Sell	212,850 -2,115	-1%	-$106K	2.07%	4
2023 Q2	$10.8M	Buy	214,965 +177,790	+478%	+$8.92M	2.5%	3
2023 Q1	$1.87M	Buy	+37,175	New	+$1.87M	0.42%	19

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

Insight Wealth Partners's JPST Position: Q2 2026 in Review

Insight Wealth Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q2 2026, selling an estimated $1.82M and leaving 240,079 shares worth $12.1M. The position accounts for 1.63% of the portfolio, ranked #4.

Insight Wealth Partners first reported a position in JPST in Q1 2023 and has held it in 14 quarters since. The position peaked at $29.5M in Q2 2024. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Insight Wealth Partners held 240,079 shares of JPMorgan Ultra-Short Income ETF worth $12.1M as of Q2 2026.
Insight Wealth Partners sold 36,099 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.82M.
JPMorgan Ultra-Short Income ETF made up 1.63% of Insight Wealth Partners's portfolio in Q2 2026, its #4 holding.
Insight Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 14 quarters since.
Insight Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $29.5M in Q2 2024.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.