J.W. Cole Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

J.W. Cole 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	$12.6M	Buy	248,788 +12,592	+5%	+$636K	0.22%	100
2026 Q1	$12M	Sell	236,196 -16,270	-6%	-$824K	0.4%	51
2025 Q4	$12.2M	Buy	252,466 +12,600	+5%	+$638K	0.3%	61
2025 Q3	$12.2M	Buy	239,866 +958	+0.4%	+$48.5K	0.23%	77
2025 Q2	$12.1M	Buy	238,908 +3,309	+1%	+$167K	0.26%	70
2025 Q1	$11.9M	Buy	235,599 +28,397	+14%	+$1.43M	0.37%	48
2024 Q4	$10.4M	Buy	207,202 +8,758	+4%	+$442K	0.42%	41
2024 Q3	$10.1M	Buy	198,444 +49,801	+34%	+$2.52M	0.42%	41
2024 Q2	$7.5M	Buy	148,643 +1,372	+0.9%	+$69.1K	0.35%	53
2024 Q1	$7.43M	Buy	147,271 +1,302	+0.9%	+$65.6K	0.37%	49
2023 Q4	$7.33M	Sell	145,969 -1,410	-1%	-$70.8K	0.43%	46
2023 Q3	$7.4M	Buy	147,379 +9,126	+7%	+$457K	0.55%	33
2023 Q2	$6.93M	Sell	138,253 -5,487	-4%	-$275K	0.49%	36
2023 Q1	$7.23M	Sell	143,740 -24,914	-15%	-$1.25M	0.51%	34
2022 Q4	$8.45M	Buy	168,654 +12,902	+8%	+$647K	0.65%	26
2022 Q3	$7.81M	Buy	155,752 +32,563	+26%	+$1.63M	0.65%	27
2022 Q2	$6.17M	Buy	123,189 +5,146	+4%	+$258K	0.49%	38
2022 Q1	$5.93M	Sell	118,043 -5,844	-5%	-$294K	0.4%	52
2021 Q4	$6.25M	Buy	+123,887	New	+$6.27M	0.41%	46
2021 Q3	–	Sell	-176,153	Closed	-$8.94M	–	638
2021 Q2	$8.94M	Buy	176,153 +64,448	+58%	+$3.27M	0.7%	21
2021 Q1	$5.67M	Sell	111,705 -14,862	-12%	-$755K	0.55%	34
2020 Q4	$6.43M	Buy	126,567 +103,578	+451%	+$5.26M	0.67%	26
2020 Q3	$1.17M	Sell	22,989 -55,776	-71%	-$2.83M	0.09%	228
2020 Q2	$4M	Buy	78,765 +50,415	+178%	+$2.54M	0.6%	40
2020 Q1	$1.41M	Sell	28,350 -39,320	-58%	-$1.98M	2.72%	6
2019 Q4	$3.41M	Buy	+67,670	New	+$3.42M	0.43%	57

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

J.W. Cole Advisors's JPST Position: Q2 2026 in Review

J.W. Cole Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.3% in Q2 2026, buying an estimated $636K and bringing the position to 248,788 shares worth $12.6M. The position accounts for 0.22% of the portfolio, ranked #100.

J.W. Cole Advisors first reported a position in JPST in Q4 2019 and has held it in 26 quarters since. 447 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

J.W. Cole Advisors held 248,788 shares of JPMorgan Ultra-Short Income ETF worth $12.6M as of Q2 2026.
J.W. Cole Advisors bought 12,592 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $636K.
JPMorgan Ultra-Short Income ETF made up 0.22% of J.W. Cole Advisors's portfolio in Q2 2026, its #100 holding.
J.W. Cole Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 26 quarters since.
447 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.