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

McBroom & 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	$1.31M	Sell	25,819 -1,160	-4%	-$58.6K	0.66%	29
2026 Q1	$1.37M	Sell	26,979 -6,167	-19%	-$312K	0.76%	25
2025 Q4	$1.68M	Buy	33,146 +1,794	+6%	+$90.9K	0.81%	26
2025 Q3	$1.59M	Buy	31,352 +3,587	+13%	+$182K	0.76%	26
2025 Q2	$1.41M	Hold	27,765	–	–	0.8%	26
2025 Q1	$1.41M	Buy	27,765 +3,646	+15%	+$184K	0.8%	26
2024 Q4	$1.21M	Buy	24,119 +19,055	+376%	+$962K	0.69%	23
2024 Q3	$257K	Buy	+5,064	New	+$256K	0.16%	34

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

McBroom & Associates's JPST Position: Q2 2026 in Review

McBroom & Associates reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.3% in Q2 2026, selling an estimated $58.6K and leaving 25,819 shares worth $1.31M. The position accounts for 0.66% of the portfolio, ranked #29.

McBroom & Associates first reported a position in JPST in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.68M in Q4 2025. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

McBroom & Associates held 25,819 shares of JPMorgan Ultra-Short Income ETF worth $1.31M as of Q2 2026.
McBroom & Associates sold 1,160 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $58.6K.
JPMorgan Ultra-Short Income ETF made up 0.66% of McBroom & Associates's portfolio in Q2 2026, its #29 holding.
McBroom & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 8 quarters since.
McBroom & Associates's JPMorgan Ultra-Short Income ETF position peaked at $1.68M in Q4 2025.
623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.