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Lakeridge Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Lakeridge Wealth Management’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 		$266K Buy
5,262
+443
+9% +$22.4K 0.1% 156
2026
Q1 		$244K Buy
4,819
+49
+1% +$2.48K 0.1% 151
2025
Q4 		$241K Buy
4,770
+206
+5% +$10.4K 0.11% 144
2025
Q3 		$232K Buy
+4,564
New +$231K 0.1% 135

Other funds holding JPST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 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
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Lakeridge Wealth Management's JPST Position: Q2 2026 in Review

Lakeridge Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.2% in Q2 2026, buying an estimated $22.4K and bringing the position to 5,262 shares worth $266K. The position accounts for 0.1% of the portfolio, ranked #156.

Lakeridge Wealth Management first reported a position in JPST in Q3 2025 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Lakeridge Wealth Management held 5,262 shares of JPMorgan Ultra-Short Income ETF worth $266K as of Q2 2026.
  • Lakeridge Wealth Management bought 443 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $22.4K.
  • JPMorgan Ultra-Short Income ETF made up 0.1% of Lakeridge Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Lakeridge Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.