IF
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Intrua Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Intrua Financial’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 		$5.98M Sell
118,323
-690,347
-85% -$34.9M 0.55% 35
2026
Q1 		$40.9M Buy
808,670
+710,213
+721% +$36M 4.22% 3
2025
Q4 		$4.98M Sell
98,457
-1,556
-2% -$78.8K 0.53% 33
2025
Q3 		$5.07M Buy
100,013
+47,998
+92% +$2.43M 0.55% 33
2025
Q2 		$2.64M Sell
52,015
-15,037
-22% -$760K 0.35% 51
2025
Q1 		$3.39M Buy
67,052
+31,250
+87% +$1.58M 0.49% 42
2024
Q4 		$1.8M Sell
35,802
-1,289
-3% -$65.1K 0.28% 65
2024
Q3 		$1.88M Sell
37,091
-21,326
-37% -$1.08M 0.28% 64
2024
Q2 		$2.95M Sell
58,417
-1,382
-2% -$69.6K 0.44% 43
2024
Q1 		$3.02M Sell
59,799
-62,270
-51% -$3.14M 0.44% 44
2023
Q4 		$6.13M Sell
122,069
-4,926
-4% -$247K 0.9% 24
2023
Q3 		$6.37M Sell
126,995
-18,581
-13% -$931K 1.08% 18
2023
Q2 		$7.3M Buy
145,576
+5,797
+4% +$291K 1.23% 14
2023
Q1 		$7.03M Buy
139,779
+127,081
+1,001% +$6.39M 1.46% 14
2022
Q4 		$639K Sell
12,698
-450
-3% -$22.6K 0.15% 148
2022
Q3 		$660K Buy
13,148
+924
+8% +$46.3K 0.18% 131
2022
Q2 		$612K Buy
12,224
+1,086
+10% +$54.5K 0.13% 168
2022
Q1 		$560K Sell
11,138
-195
-2% -$9.82K 0.1% 209
2021
Q4 		$572K Sell
11,333
-742
-6% -$37.5K 0.1% 197
2021
Q3 		$611K Buy
12,075
+3,953
+49% +$200K 0.11% 181
2021
Q2 		$412K Sell
8,122
-490
-6% -$24.9K 0.1% 181
2021
Q1 		$437K Buy
+8,612
New +$437K 0.11% 175

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Intrua Financial's JPST Position: Q2 2026 in Review

Intrua Financial reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 85% in Q2 2026, selling an estimated $34.9M and leaving 118,323 shares worth $5.98M. The position accounts for 0.55% of the portfolio, ranked #35.

Intrua Financial first reported a position in JPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $40.9M in Q1 2026. 607 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Intrua Financial held 118,323 shares of JPMorgan Ultra-Short Income ETF worth $5.98M as of Q2 2026.
  • Intrua Financial sold 690,347 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $34.9M.
  • JPMorgan Ultra-Short Income ETF made up 0.55% of Intrua Financial's portfolio in Q2 2026, its #35 holding.
  • Intrua Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 22 quarters since.
  • Intrua Financial's JPMorgan Ultra-Short Income ETF position peaked at $40.9M in Q1 2026.
  • 607 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.