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

Latitude 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 		$724K Sell
14,308
-2,204
-13% -$111K 0.29% 81
2026
Q1 		$836K Sell
16,512
-221
-1% -$11.2K 0.38% 72
2025
Q4 		$847K Sell
16,733
-2,671
-14% -$135K 0.37% 69
2025
Q3 		$984K Sell
19,404
-2,984
-13% -$151K 0.45% 58
2025
Q2 		$1.13M Sell
22,388
-1,316
-6% -$66.5K 0.57% 40
2025
Q1 		$1.2M Sell
23,704
-6,523
-22% -$329K 0.7% 35
2024
Q4 		$1.52M Sell
30,227
-13,866
-31% -$700K 0.86% 26
2024
Q3 		$2.24M Sell
44,093
-4,236
-9% -$214K 1.27% 14
2024
Q2 		$2.44M Sell
48,329
-8,295
-15% -$418K 1.49% 13
2024
Q1 		$2.86M Buy
56,624
+8,109
+17% +$408K 1.79% 12
2023
Q4 		$2.44M Buy
48,515
+17,267
+55% +$866K 1.71% 9
2023
Q3 		$1.57M Sell
31,248
-1,570
-5% -$78.7K 1.12% 20
2023
Q2 		$1.65M Sell
32,818
-994
-3% -$49.9K 1.14% 21
2023
Q1 		$1.7M Sell
33,812
-22,932
-40% -$1.15M 1.23% 18
2022
Q4 		$2.84M Sell
56,744
-16,725
-23% -$838K 2.13% 8
2022
Q3 		$3.69M Buy
73,469
+22,760
+45% +$1.14M 3.04% 6
2022
Q2 		$2.52M Sell
50,709
-57,079
-53% -$2.86M 2.32% 9
2022
Q1 		$5.42M Buy
107,788
+86,134
+398% +$4.34M 1.22% 14
2021
Q4 		$1.09M Buy
21,654
+948
+5% +$48K 0.31% 61
2021
Q3 		$1.05M Buy
20,706
+10,970
+113% +$556K 0.33% 56
2021
Q2 		$494K Buy
+9,736
New +$494K 0.37% 58

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Latitude Advisors's JPST Position: Q2 2026 in Review

Latitude Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q2 2026, selling an estimated $111K and leaving 14,308 shares worth $724K. The position accounts for 0.29% of the portfolio, ranked #81.

Latitude Advisors first reported a position in JPST in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.42M in Q1 2022. 601 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Latitude Advisors held 14,308 shares of JPMorgan Ultra-Short Income ETF worth $724K as of Q2 2026.
  • Latitude Advisors sold 2,204 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $111K.
  • JPMorgan Ultra-Short Income ETF made up 0.29% of Latitude Advisors's portfolio in Q2 2026, its #81 holding.
  • Latitude Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and has held it in 21 quarters since.
  • Latitude Advisors's JPMorgan Ultra-Short Income ETF position peaked at $5.42M in Q1 2022.
  • 601 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.