LKWM
JPST icon

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

Lee-Kelleher 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 		$3.57M Sell
70,688
-225
-0.3% -$11.4K 1.87% 12
2026
Q1 		$3.59M Sell
70,913
-1,116
-2% -$56.5K 2.14% 11
2025
Q4 		$3.64M Sell
72,029
-229
-0.3% -$11.6K 2.17% 11
2025
Q3 		$3.67M Sell
72,258
-624
-0.9% -$31.6K 2.26% 11
2025
Q2 		$3.69M Buy
72,882
+4,057
+6% +$205K 2.45% 10
2025
Q1 		$3.48M Buy
68,825
+706
+1% +$35.7K 2.56% 10
2024
Q4 		$3.43M Buy
+68,119
New +$3.44M 2.44% 11

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
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 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
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

Lee-Kelleher Wealth Management's JPST Position: Q2 2026 in Review

Lee-Kelleher Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.32% in Q2 2026, selling an estimated $11.4K and leaving 70,688 shares worth $3.57M. The position accounts for 1.87% of the portfolio, ranked #12.

Lee-Kelleher Wealth Management first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.69M in Q2 2025. 309 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Lee-Kelleher Wealth Management held 70,688 shares of JPMorgan Ultra-Short Income ETF worth $3.57M as of Q2 2026.
  • Lee-Kelleher Wealth Management sold 225 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $11.4K.
  • JPMorgan Ultra-Short Income ETF made up 1.87% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Lee-Kelleher Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Lee-Kelleher Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $3.69M in Q2 2025.
  • 309 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.