Investment Planning Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Investment Planning Advisors’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	$2.55M	Buy	50,416 +34,321	+213%	+$1.73M	0.59%	23
2026 Q1	$815K	Sell	16,095 -2,630	-14%	-$133K	0.22%	47
2025 Q4	$947K	Sell	18,725 -175	-0.9%	-$8.87K	0.28%	37
2025 Q3	$959K	Buy	18,900 +5,976	+46%	+$303K	0.3%	35
2025 Q2	$655K	Buy	12,924 +4,568	+55%	+$231K	0.23%	40
2025 Q1	$423K	Buy	8,356 +321	+4%	+$16.2K	0.17%	53
2024 Q4	$405K	Sell	8,035 -99,919	-93%	-$5.05M	0.18%	49
2024 Q3	$5.45M	Hold	107,954	–	–	2.78%	15
2024 Q2	$5.45M	Buy	+107,954	New	+$5.44M	2.78%	15

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

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

CAM

Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Investment Planning Advisors's JPST Position: Q2 2026 in Review

Investment Planning Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 213% in Q2 2026, buying an estimated $1.73M and bringing the position to 50,416 shares worth $2.55M. The position accounts for 0.59% of the portfolio, ranked #23.

Investment Planning Advisors first reported a position in JPST in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.45M in Q3 2024. 381 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Investment Planning Advisors held 50,416 shares of JPMorgan Ultra-Short Income ETF worth $2.55M as of Q2 2026.
Investment Planning Advisors bought 34,321 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.73M.
JPMorgan Ultra-Short Income ETF made up 0.59% of Investment Planning Advisors's portfolio in Q2 2026, its #23 holding.
Investment Planning Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's JPMorgan Ultra-Short Income ETF position peaked at $5.45M in Q3 2024.
381 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.