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Legacy Wealth Management (Tennessee)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Legacy Wealth Management (Tennessee)’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 		$1.77M Sell
35,085
-1,631,248
-98% -$82.4M 0.09% 17
2026
Q1 		$84.3M Buy
1,666,333
+34,971
+2% +$1.77M 4.92% 8
2025
Q4 		$82.5M Buy
1,631,362
+83,125
+5% +$4.21M 4.76% 8
2025
Q3 		$78.5M Buy
1,548,237
+69,920
+5% +$3.54M 4.62% 8
2025
Q2 		$74.9M Buy
1,478,317
+31,818
+2% +$1.61M 4.66% 8
2025
Q1 		$73.2M Buy
1,446,499
+1,804
+0.1% +$91.1K 4.88% 8
2024
Q4 		$72.8M Buy
1,444,695
+63,095
+5% +$3.19M 4.67% 8
2024
Q3 		$70.1M Buy
1,381,600
+37,113
+3% +$1.88M 4.54% 8
2024
Q2 		$67.9M Buy
1,344,487
+29,650
+2% +$1.49M 4.91% 8
2024
Q1 		$66.3M Buy
1,314,837
+52,813
+4% +$2.66M 4.89% 8
2023
Q4 		$63.4M Buy
1,262,024
+31,194
+3% +$1.57M 5.02% 7
2023
Q3 		$61.8M Sell
1,230,830
-2,369,928
-66% -$119M 5.4% 7
2023
Q2 		$181M Buy
3,600,758
+26,696
+0.7% +$1.34M 15.28% 3
2023
Q1 		$180M Buy
3,574,062
+13,507
+0.4% +$679K 16.08% 3
2022
Q4 		$178M Sell
3,560,555
-88,807
-2% -$4.45M 17.07% 2
2022
Q3 		$183M Buy
3,649,362
+2,060,060
+130% +$103M 19.01% 2
2022
Q2 		$79.6M Buy
+1,589,302
New +$79.7M 9.73% 5

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
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

Legacy Wealth Management (Tennessee)'s JPST Position: Q2 2026 in Review

Legacy Wealth Management (Tennessee) reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 98% in Q2 2026, selling an estimated $82.4M and leaving 35,085 shares worth $1.77M. The position accounts for 0.09% of the portfolio, ranked #17.

Legacy Wealth Management (Tennessee) first reported a position in JPST in Q2 2022 and has held it in 17 quarters since. The position peaked at $183M in Q3 2022. 220 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 35,085 shares of JPMorgan Ultra-Short Income ETF worth $1.77M as of Q2 2026.
  • Legacy Wealth Management (Tennessee) sold 1,631,248 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $82.4M.
  • JPMorgan Ultra-Short Income ETF made up 0.09% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #17 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Legacy Wealth Management (Tennessee)'s JPMorgan Ultra-Short Income ETF position peaked at $183M in Q3 2022.
  • 220 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.