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KWMG LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

KWMG LLC’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
332,252
+23,430
+8% +$1.18M 1.21% 29
2026
Q1 		$15.6M Buy
308,822
+14,964
+5% +$758K 1.3% 27
2025
Q4 		$14.9M Buy
293,858
+16,220
+6% +$822K 1.28% 24
2025
Q3 		$14.1M Buy
277,638
+17,391
+7% +$880K 1.23% 26
2025
Q2 		$13.2M Buy
260,247
+13,824
+6% +$698K 1.24% 24
2025
Q1 		$12.5M Sell
246,423
-28,243
-10% -$1.43M 1.27% 23
2024
Q4 		$13.8M Buy
274,666
+3,763
+1% +$190K 1.42% 19
2024
Q3 		$13.7M Buy
270,903
+10,845
+4% +$548K 1.38% 21
2024
Q2 		$13.1M Buy
260,058
+16,369
+7% +$824K 1.42% 19
2024
Q1 		$12.3M Buy
243,689
+7,895
+3% +$398K 1.35% 22
2023
Q4 		$11.8M Sell
235,794
-166
-0.1% -$8.33K 1.39% 21
2023
Q3 		$11.8M Buy
235,960
+5,441
+2% +$273K 1.49% 20
2023
Q2 		$11.6M Buy
230,519
+20,116
+10% +$1.01M 1.43% 19
2023
Q1 		$10.6M Buy
210,403
+5,658
+3% +$284K 1.43% 18
2022
Q4 		$10.3M Sell
204,745
-6,071
-3% -$304K 1.46% 18
2022
Q3 		$10.6M Buy
210,816
+3,554
+2% +$178K 1.63% 16
2022
Q2 		$10.4M Sell
207,262
-5,864
-3% -$294K 1.56% 16
2022
Q1 		$10.7M Buy
213,126
+5,257
+3% +$265K 1.47% 17
2021
Q4 		$10.5M Buy
207,869
+5,587
+3% +$283K 1.42% 18
2021
Q3 		$10.3M Buy
202,282
+2,567
+1% +$130K 1.5% 17
2021
Q2 		$10.1M Buy
199,715
+5,328
+3% +$270K 1.52% 17
2021
Q1 		$9.87M Buy
194,387
+92,345
+90% +$4.69M 1.57% 16
2020
Q4 		$5.18M Buy
102,042
+11,790
+13% +$599K 0.93% 25
2020
Q3 		$4.58M Sell
90,252
-1,045
-1% -$53.1K 0.93% 27
2020
Q2 		$4.63M Buy
+91,297
New +$4.6M 1% 25

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

KWMG LLC's JPST Position: Q2 2026 in Review

KWMG LLC increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.6% in Q2 2026, buying an estimated $1.18M and bringing the position to 332,252 shares worth $16.8M. The position accounts for 1.21% of the portfolio, ranked #29.

KWMG LLC first reported a position in JPST in Q2 2020 and has held it in 25 quarters since. 1,197 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • KWMG LLC held 332,252 shares of JPMorgan Ultra-Short Income ETF worth $16.8M as of Q2 2026.
  • KWMG LLC bought 23,430 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.18M.
  • JPMorgan Ultra-Short Income ETF made up 1.21% of KWMG LLC's portfolio in Q2 2026, its #29 holding.
  • KWMG LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,197 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.