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

Lodestone 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 		$7.22M Buy
142,701
+3,703
+3% +$187K 2.55% 4
2026
Q1 		$7.03M Buy
138,998
+1,799
+1% +$91.1K 2.79% 3
2025
Q4 		$6.94M Buy
137,199
+1,700
+1% +$86.1K 2.83% 3
2025
Q3 		$6.87M Buy
135,499
+5,678
+4% +$287K 3.09% 3
2025
Q2 		$6.58M Sell
129,821
-390
-0.3% -$19.7K 3.2% 3
2025
Q1 		$6.59M Sell
130,211
-1,302
-1% -$65.8K 3.51% 2
2024
Q4 		$6.62M Buy
131,513
+2,881
+2% +$146K 3.32% 2
2024
Q3 		$6.53M Buy
128,632
+20,980
+19% +$1.06M 3.27% 2
2024
Q2 		$5.43M Buy
107,652
+3,354
+3% +$169K 2.86% 3
2024
Q1 		$5.26M Sell
104,298
-3,534
-3% -$178K 2.76% 3
2023
Q4 		$5.42M Sell
107,832
-5,079
-4% -$255K 3.13% 2
2023
Q3 		$5.67M Sell
112,911
-9,713
-8% -$487K 3.97% 2
2023
Q2 		$6.15M Buy
122,624
+309
+0.3% +$15.5K 4.21% 2
2023
Q1 		$6.15M Buy
122,315
+19,011
+18% +$955K 4.74% 1
2022
Q4 		$5.18M Buy
+103,304
New +$5.18M 4.18% 2

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

Lodestone Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.7% in Q2 2026, buying an estimated $187K and bringing the position to 142,701 shares worth $7.22M. The position accounts for 2.55% of the portfolio, ranked #4.

Lodestone Wealth Management first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. 526 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Lodestone Wealth Management held 142,701 shares of JPMorgan Ultra-Short Income ETF worth $7.22M as of Q2 2026.
  • Lodestone Wealth Management bought 3,703 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $187K.
  • JPMorgan Ultra-Short Income ETF made up 2.55% of Lodestone Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Lodestone Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 526 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.