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LVZ Inc’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

LVZ Inc’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 		$786K Buy
15,548
+100
+0.6% +$5.05K 0.08% 82
2026
Q1 		$782K Buy
15,448
+99
+0.6% +$5.01K 0.09% 69
2025
Q4 		$777K Sell
15,349
-1,860
-11% -$94.2K 0.09% 72
2025
Q3 		$873K Buy
17,209
+111
+0.6% +$5.62K 0.1% 65
2025
Q2 		$867K Sell
17,098
-1,630
-9% -$82.3K 0.1% 61
2025
Q1 		$948K Buy
18,728
+50
+0.3% +$2.53K 0.12% 52
2024
Q4 		$941K Buy
18,678
+912
+5% +$46.1K 0.12% 48
2024
Q3 		$901K Sell
17,766
-139
-0.8% -$7.02K 0.12% 51
2024
Q2 		$904K Sell
17,905
-6,198
-26% -$312K 0.12% 48
2024
Q1 		$1.22M Buy
24,103
+1,641
+7% +$82.6K 0.17% 42
2023
Q4 		$1.13M Sell
22,462
-1,840
-8% -$92.3K 0.16% 46
2023
Q3 		$1.22M Sell
24,302
-6,983
-22% -$350K 0.2% 33
2023
Q2 		$1.57M Sell
31,285
-803,168
-96% -$40.3M 0.22% 42
2023
Q1 		$42M Buy
834,453
+54,570
+7% +$2.74M 6.12% 8
2022
Q4 		$39.1M Buy
779,883
+765,740
+5,414% +$38.4M 6.1% 7
2022
Q3 		$709K Buy
14,143
+9,285
+191% +$465K 0.12% 43
2022
Q2 		$243K Buy
+4,858
New +$244K 0.04% 90
2020
Q3 		– Sell
-4,705
Closed -$239K – 92
2020
Q2 		$239K Buy
+4,705
New +$237K 0.05% 73

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

LVZ Inc's JPST Position: Q2 2026 in Review

LVZ Inc increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.65% in Q2 2026, buying an estimated $5.05K and bringing the position to 15,548 shares worth $786K. The position accounts for 0.08% of the portfolio, ranked #82.

LVZ Inc first reported a position in JPST in Q2 2020 and has held it in 18 quarters since. The position peaked at $42M in Q1 2023. 522 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • LVZ Inc held 15,548 shares of JPMorgan Ultra-Short Income ETF worth $786K as of Q2 2026.
  • LVZ Inc bought 100 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $5.05K.
  • JPMorgan Ultra-Short Income ETF made up 0.08% of LVZ Inc's portfolio in Q2 2026, its #82 holding.
  • LVZ Inc first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 18 quarters since.
  • LVZ Inc's JPMorgan Ultra-Short Income ETF position peaked at $42M in Q1 2023.
  • 522 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.