Kovack Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Kovack 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	$2.19M	Sell	43,457 -50	-0.1%	-$2.53K	0.11%	192
2026 Q1	$2.2M	Buy	43,507 +174	+0.4%	+$8.81K	0.12%	169
2025 Q4	$2.19M	Buy	43,333 +23,468	+118%	+$1.19M	0.1%	184
2025 Q3	$1.01M	Buy	19,865 +2,459	+14%	+$124K	0.09%	200
2025 Q2	$882K	Buy	17,406 +8,566	+97%	+$433K	0.09%	214
2025 Q1	$448K	Buy	8,840 +4,645	+111%	+$235K	0.05%	332
2024 Q4	$211K	Buy	+4,195	New	+$212K	0.02%	555
2022 Q4	–	Sell	-7,704	Closed	-$386K	–	604
2022 Q3	$386K	Sell	7,704 -3,051	-28%	-$153K	0.06%	344
2022 Q2	$539K	Sell	10,755 -5,773	-35%	-$290K	0.07%	297
2022 Q1	$830K	Buy	16,528 +1,557	+10%	+$78.4K	0.09%	259
2021 Q4	$756K	Buy	14,971 +1,883	+14%	+$95.2K	0.07%	289
2021 Q3	$664K	Buy	13,088 +5,245	+67%	+$266K	0.07%	304
2021 Q2	$398K	Sell	7,843 -114	-1%	-$5.78K	0.05%	420
2021 Q1	$404K	Buy	+7,957	New	+$404K	0.05%	362

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

Kovack Advisors's JPST Position: Q2 2026 in Review

Kovack Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.11% in Q2 2026, selling an estimated $2.53K and leaving 43,457 shares worth $2.19M. The position accounts for 0.11% of the portfolio, ranked #192.

Kovack Advisors first reported a position in JPST in Q1 2021 and has held it in 14 quarters since. The position peaked at $2.2M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Kovack Advisors held 43,457 shares of JPMorgan Ultra-Short Income ETF worth $2.19M as of Q2 2026.
Kovack Advisors sold 50 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.53K.
JPMorgan Ultra-Short Income ETF made up 0.11% of Kovack Advisors's portfolio in Q2 2026, its #192 holding.
Kovack Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 14 quarters since.
Kovack Advisors's JPMorgan Ultra-Short Income ETF position peaked at $2.2M in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.