IronBridge Private Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

IronBridge Private Wealth’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	$16.8M	Buy	332,184 +45,265	+16%	+$2.29M	5.52%	3
2026 Q1	$14.5M	Buy	286,919 +1,125	+0.4%	+$57K	4.68%	3
2025 Q4	$14.5M	Hold	285,794	–	–	4.59%	4
2025 Q3	$14.5M	Buy	285,794 +17,447	+7%	+$883K	4.57%	4
2025 Q2	$13.6M	Buy	268,347 +39,643	+17%	+$2M	4.74%	5
2025 Q1	$11.6M	Sell	228,704 -732	-0.3%	-$37K	4.56%	6
2024 Q4	$11.6M	Sell	229,436 -13,657	-6%	-$690K	4.24%	6
2024 Q3	$12.3M	Buy	243,093 +7,015	+3%	+$354K	4.61%	4
2024 Q2	$11.9M	Buy	236,078 +12,105	+5%	+$610K	4.46%	5
2024 Q1	$11.3M	Buy	223,973 +6,867	+3%	+$346K	4.68%	5
2023 Q4	$10.9M	Sell	217,106 -12,447	-5%	-$625K	5.32%	2
2023 Q3	$11.5M	Buy	229,553 +25,034	+12%	+$1.25M	6.25%	3
2023 Q2	$10.3M	Buy	204,519 +20,558	+11%	+$1.03M	5.76%	4
2023 Q1	$9.26M	Buy	+183,961	New	+$9.24M	5.92%	4

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

IronBridge Private Wealth's JPST Position: Q2 2026 in Review

IronBridge Private Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 16% in Q2 2026, buying an estimated $2.29M and bringing the position to 332,184 shares worth $16.8M. The position accounts for 5.52% of the portfolio, ranked #3.

IronBridge Private Wealth first reported a position in JPST in Q1 2023 and has held it in 14 quarters since. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

IronBridge Private Wealth held 332,184 shares of JPMorgan Ultra-Short Income ETF worth $16.8M as of Q2 2026.
IronBridge Private Wealth bought 45,265 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.29M.
JPMorgan Ultra-Short Income ETF made up 5.52% of IronBridge Private Wealth's portfolio in Q2 2026, its #3 holding.
IronBridge Private Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 14 quarters since.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.