Marino Stram & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Marino Stram & Associates’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	$585K	Sell	11,573 -6,462	-36%	-$326K	0.09%	113
2026 Q1	$913K	Sell	18,035 -3,091	-15%	-$157K	0.16%	84
2025 Q4	$1.07M	Sell	21,126 -9,673	-31%	-$490K	0.19%	81
2025 Q3	$1.56M	Buy	30,799 +6,957	+29%	+$352K	0.28%	62
2025 Q2	$1.21M	Buy	23,842 +9,124	+62%	+$461K	0.24%	69
2025 Q1	$745K	Sell	14,718 -2,800	-16%	-$141K	0.17%	95
2024 Q4	$882K	Buy	17,518 +745	+4%	+$37.6K	0.2%	87
2024 Q3	$851K	Buy	+16,773	New	+$848K	0.19%	90
2023 Q4	–	Sell	-5,302	Closed	-$266K	–	172
2023 Q3	$266K	Sell	5,302 -1,670	-24%	-$83.7K	0.08%	134
2023 Q2	$286K	Buy	+6,972	New	+$350K	0.08%	130

Other funds holding JPST

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Marino Stram & Associates's JPST Position: Q2 2026 in Review

Marino Stram & Associates reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 36% in Q2 2026, selling an estimated $326K and leaving 11,573 shares worth $585K. The position accounts for 0.09% of the portfolio, ranked #113.

Marino Stram & Associates first reported a position in JPST in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.56M in Q3 2025. 622 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Marino Stram & Associates held 11,573 shares of JPMorgan Ultra-Short Income ETF worth $585K as of Q2 2026.
Marino Stram & Associates sold 6,462 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $326K.
JPMorgan Ultra-Short Income ETF made up 0.09% of Marino Stram & Associates's portfolio in Q2 2026, its #113 holding.
Marino Stram & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 10 quarters since.
Marino Stram & Associates's JPMorgan Ultra-Short Income ETF position peaked at $1.56M in Q3 2025.
622 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.