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

IRON 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 		$1.42M Buy
28,158
+204
+0.7% +$10.3K 0.59% 36
2026
Q1 		$1.41M Buy
27,954
+93
+0.3% +$4.71K 0.62% 33
2025
Q4 		$1.41M Buy
+27,861
New +$1.41M 0.65% 30

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

IRON Financial's JPST Position: Q2 2026 in Review

IRON Financial increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.73% in Q2 2026, buying an estimated $10.3K and bringing the position to 28,158 shares worth $1.42M. The position accounts for 0.59% of the portfolio, ranked #36.

IRON Financial first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • IRON Financial held 28,158 shares of JPMorgan Ultra-Short Income ETF worth $1.42M as of Q2 2026.
  • IRON Financial bought 204 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $10.3K.
  • JPMorgan Ultra-Short Income ETF made up 0.59% of IRON Financial's portfolio in Q2 2026, its #36 holding.
  • IRON Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.