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LRI Investments’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

LRI Investments’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 		$1.26K Hold
25
– – ﹤0.01% 1324
2026
Q1 		$1.26K Hold
25
– – ﹤0.01% 1301
2025
Q4 		$1.26K Hold
25
– – ﹤0.01% 1247
2025
Q3 		$1.27K Hold
25
– – ﹤0.01% 1243
2025
Q2 		$1.27K Hold
25
– – ﹤0.01% 1198
2025
Q1 		$1.27K Sell
25
-255
-91% -$12.9K ﹤0.01% 1137
2024
Q4 		$14.1K Sell
280
-320
-53% -$16.2K ﹤0.01% 723
2024
Q3 		$30.3K Hold
600
– – ﹤0.01% 588
2024
Q2 		$30.3K Buy
+600
New +$30.2K ﹤0.01% 551

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

LRI Investments's JPST Position: Q2 2026 in Review

LRI Investments held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 25 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

LRI Investments first reported a position in JPST in Q2 2024 and has held it in 9 quarters since. The position peaked at $30.3K in Q2 2024. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • LRI Investments held 25 shares of JPMorgan Ultra-Short Income ETF worth $1.26K as of Q2 2026.
  • LRI Investments left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
  • JPMorgan Ultra-Short Income ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1324 holding.
  • LRI Investments first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's JPMorgan Ultra-Short Income ETF position peaked at $30.3K in Q2 2024.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.