Investment Partners Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Investment Partners Asset Management’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	$843K	Buy	16,660 +735	+5%	+$37.1K	0.47%	59
2026 Q1	$806K	Buy	15,925 +1,212	+8%	+$61.4K	0.5%	58
2025 Q4	$744K	Buy	14,713 +2,023	+16%	+$103K	0.46%	61
2025 Q3	$644K	Sell	12,690 -801	-6%	-$40.6K	0.42%	65
2025 Q2	$684K	Buy	13,491 +638	+5%	+$32.2K	0.48%	60
2025 Q1	$651K	Buy	12,853 +99	+0.8%	+$5K	0.51%	59
2024 Q4	$642K	Sell	12,754 -40	-0.3%	-$2.02K	0.5%	53
2024 Q3	$649K	Buy	12,794 +770	+6%	+$38.9K	0.53%	58
2024 Q2	$607K	Hold	12,024	–	–	0.54%	54
2024 Q1	$607K	Sell	12,024 -100	-0.8%	-$5.04K	0.55%	57
2023 Q4	$609K	Buy	+12,124	New	+$608K	0.61%	51

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

FHA

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Investment Partners Asset Management's JPST Position: Q2 2026 in Review

Investment Partners Asset Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.6% in Q2 2026, buying an estimated $37.1K and bringing the position to 16,660 shares worth $843K. The position accounts for 0.47% of the portfolio, ranked #59.

Investment Partners Asset Management first reported a position in JPST in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Investment Partners Asset Management held 16,660 shares of JPMorgan Ultra-Short Income ETF worth $843K as of Q2 2026.
Investment Partners Asset Management bought 735 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $37.1K.
JPMorgan Ultra-Short Income ETF made up 0.47% of Investment Partners Asset Management's portfolio in Q2 2026, its #59 holding.
Investment Partners Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 11 quarters since.
449 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.