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Ironwood Wealth Management (West Virginia)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ironwood Wealth Management (West Virginia)’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 		$24.9M Buy
492,953
+26,660
+6% +$1.35M 10.51% 2
2026
Q1 		$23.5M Buy
466,293
+1,829
+0.4% +$92.6K 10.55% 2
2025
Q4 		$23.5M Sell
464,464
-4,247
-0.9% -$215K 10.55% 2
2025
Q3 		$23.7M Buy
468,711
+32,859
+8% +$1.66M 10.88% 2
2025
Q2 		$22M Buy
435,852
+1,095
+0.3% +$55.3K 10.39% 2
2025
Q1 		$21.9M Sell
434,757
-9,390
-2% -$474K 11.41% 2
2024
Q4 		$22.4M Buy
444,147
+13,491
+3% +$681K 11.05% 2
2024
Q3 		$21.7M Buy
430,656
+10,680
+3% +$540K 10.65% 2
2024
Q2 		$21.2M Buy
419,976
+7,907
+2% +$398K 10.71% 2
2024
Q1 		$20.7M Buy
412,069
+7,733
+2% +$389K 10.86% 2
2023
Q4 		$20.4M Buy
404,336
+6,728
+2% +$338K 11.13% 2
2023
Q3 		$19.9M Sell
397,608
-1,738
-0.4% -$87.1K 11.88% 1
2023
Q2 		$19.9M Buy
399,346
+217
+0.1% +$10.9K 11.61% 1
2023
Q1 		$20.1M Sell
399,129
-8,443
-2% -$424K 11.96% 1
2022
Q4 		$20.5M Sell
407,572
-4,028
-1% -$202K 11.98% 1
2022
Q3 		$20.6M Sell
411,600
-5,408
-1% -$271K 14.81% 1
2022
Q2 		$20.9M Buy
+417,008
New +$20.9M 14.33% 1

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s JPST Position: Q2 2026 in Review

Ironwood Wealth Management (West Virginia) increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.7% in Q2 2026, buying an estimated $1.35M and bringing the position to 492,953 shares worth $24.9M. The position accounts for 10.51% of the portfolio, ranked #2.

Ironwood Wealth Management (West Virginia) first reported a position in JPST in Q2 2022 and has held it in 17 quarters since. 1,188 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Ironwood Wealth Management (West Virginia) held 492,953 shares of JPMorgan Ultra-Short Income ETF worth $24.9M as of Q2 2026.
  • Ironwood Wealth Management (West Virginia) bought 26,660 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.35M.
  • JPMorgan Ultra-Short Income ETF made up 10.51% of Ironwood Wealth Management (West Virginia)'s portfolio in Q2 2026, its #2 holding.
  • Ironwood Wealth Management (West Virginia) first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,188 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.