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

LongView 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 		$244K Sell
4,831
-80
-2% -$4.04K 0.06% 206
2026
Q1 		$248K Buy
4,911
+27
+0.6% +$1.37K 0.06% 220
2025
Q4 		$247K Buy
4,884
+135
+3% +$6.84K 0.06% 227
2025
Q3 		$241K Buy
4,749
+28
+0.6% +$1.42K 0.07% 207
2025
Q2 		$239K Buy
+4,721
New +$238K 0.07% 196

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
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

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

LongView Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.6% in Q2 2026, selling an estimated $4.04K and leaving 4,831 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #206.

LongView Wealth Management first reported a position in JPST in Q2 2025 and has held it in 5 quarters since. The position peaked at $248K in Q1 2026. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • LongView Wealth Management held 4,831 shares of JPMorgan Ultra-Short Income ETF worth $244K as of Q2 2026.
  • LongView Wealth Management sold 80 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $4.04K.
  • JPMorgan Ultra-Short Income ETF made up 0.06% of LongView Wealth Management's portfolio in Q2 2026, its #206 holding.
  • LongView Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 5 quarters since.
  • LongView Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $248K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.