K2 Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

K2 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	$226K	Sell	4,473 -66	-1%	-$3.33K	0.16%	59
2026 Q1	$229K	Buy	4,539 +125	+3%	+$6.33K	0.17%	58
2025 Q4	$224K	Sell	4,414 -545	-11%	-$27.6K	0.17%	57
2025 Q3	$251K	Sell	4,959 -20	-0.4%	-$1.01K	0.2%	56
2025 Q2	$252K	Sell	4,979 -84	-2%	-$4.24K	0.22%	57
2025 Q1	$256K	Buy	5,063 +197	+4%	+$9.95K	0.25%	58
2024 Q4	$245K	Buy	+4,866	New	+$246K	0.24%	58

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

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

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

K2 Financial's JPST Position: Q2 2026 in Review

K2 Financial reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.5% in Q2 2026, selling an estimated $3.33K and leaving 4,473 shares worth $226K. The position accounts for 0.16% of the portfolio, ranked #59.

K2 Financial first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $256K in Q1 2025. 368 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

K2 Financial held 4,473 shares of JPMorgan Ultra-Short Income ETF worth $226K as of Q2 2026.
K2 Financial sold 66 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.33K.
JPMorgan Ultra-Short Income ETF made up 0.16% of K2 Financial's portfolio in Q2 2026, its #59 holding.
K2 Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
K2 Financial's JPMorgan Ultra-Short Income ETF position peaked at $256K in Q1 2025.
368 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.