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Matthew Goff Investment Advisor’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Matthew Goff Investment Advisor’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 		$17.3M Buy
+342,661
New +$17.3M 2.92% 10
2026
Q1 		– Sell
-238,607
Closed -$12.1M – 112
2025
Q4 		$12.1M Buy
238,607
+91,981
+63% +$4.66M 2.14% 14
2025
Q3 		$7.44M Buy
146,626
+27,911
+24% +$1.41M 1.27% 24
2025
Q2 		$6.02M Buy
118,715
+1,714
+1% +$86.6K 1.11% 29
2025
Q1 		$5.92M Buy
117,001
+14,226
+14% +$719K 1.09% 30
2024
Q4 		$5.18M Buy
102,775
+42,747
+71% +$2.16M 0.96% 31
2024
Q3 		$3.05M Sell
60,028
-2,625
-4% -$133K 0.58% 41
2024
Q2 		$3.16M Sell
62,653
-6,469
-9% -$326K 0.65% 37
2024
Q1 		$3.49M Sell
69,122
-1,923
-3% -$96.8K 0.71% 33
2023
Q4 		$3.57M Sell
71,045
-2,248
-3% -$113K 0.79% 32
2023
Q3 		$3.68M Buy
73,293
+148
+0.2% +$7.42K 0.89% 35
2023
Q2 		$3.67M Sell
73,145
-3,882
-5% -$195K 0.86% 35
2023
Q1 		$3.88M Buy
77,027
+31,536
+69% +$1.58M 0.96% 32
2022
Q4 		$2.28M Buy
45,491
+18,848
+71% +$945K 0.59% 38
2022
Q3 		$1.34M Buy
26,643
+1,636
+7% +$82K 0.38% 45
2022
Q2 		$1.25M Buy
+25,007
New +$1.25M 0.34% 45

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
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 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

Matthew Goff Investment Advisor's JPST Position: Q2 2026 in Review

Matthew Goff Investment Advisor opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 342,661 shares worth $17.3M. The stake represents 2.92% of the portfolio and ranks #10 among its holdings. This is a return to the name: Matthew Goff Investment Advisor previously reported a position in JPST as recently as Q4 2025.

Matthew Goff Investment Advisor first reported a position in JPST in Q2 2022 and has held it in 16 quarters since. 263 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Matthew Goff Investment Advisor held 342,661 shares of JPMorgan Ultra-Short Income ETF worth $17.3M as of Q2 2026.
  • JPMorgan Ultra-Short Income ETF was a new Matthew Goff Investment Advisor position in Q2 2026.
  • JPMorgan Ultra-Short Income ETF made up 2.92% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #10 holding.
  • Matthew Goff Investment Advisor first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 16 quarters since.
  • 263 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.