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

Insigneo Advisory Services’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	+25,721	New	+$1.3M	0.05%	261
2026 Q1	–	Sell	-8,503	Closed	-$430K	–	795
2025 Q4	$430K	Buy	8,503 +150	+2%	+$7.6K	0.03%	403
2025 Q3	$424K	Buy	+8,353	New	+$423K	0.03%	413

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

Insigneo Advisory Services's JPST Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 25,721 shares worth $1.3M. The stake represents 0.05% of the portfolio and ranks #261 among its holdings. This is a return to the name: Insigneo Advisory Services previously reported a position in JPST as recently as Q4 2025.

Insigneo Advisory Services first reported a position in JPST in Q3 2025 and has held it in 3 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Insigneo Advisory Services held 25,721 shares of JPMorgan Ultra-Short Income ETF worth $1.3M as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Insigneo Advisory Services position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.05% of Insigneo Advisory Services's portfolio in Q2 2026, its #261 holding.
Insigneo Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2025 and has held it in 3 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.