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Leverty Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Leverty Financial Group’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 		$25.5M Sell
504,422
-12,418
-2% -$627K 4.96% 7
2026
Q1 		$26.2M Buy
+516,840
New +$26.2M 5.79% 6

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
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Leverty Financial Group's JPST Position: Q2 2026 in Review

Leverty Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.4% in Q2 2026, selling an estimated $627K and leaving 504,422 shares worth $25.5M. The position accounts for 4.96% of the portfolio, ranked #7.

Leverty Financial Group first reported a position in JPST in Q1 2026 and has held it in 2 quarters since. The position peaked at $26.2M in Q1 2026. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Leverty Financial Group held 504,422 shares of JPMorgan Ultra-Short Income ETF worth $25.5M as of Q2 2026.
  • Leverty Financial Group sold 12,418 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $627K.
  • JPMorgan Ultra-Short Income ETF made up 4.96% of Leverty Financial Group's portfolio in Q2 2026, its #7 holding.
  • Leverty Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Leverty Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $26.2M in Q1 2026.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.