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Meridian Financial Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Meridian Financial Partners’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 		$5.41M Sell
107,084
-4,873
-4% -$246K 1.84% 13
2026
Q1 		$5.65M Sell
111,957
-7,070
-6% -$358K 2.15% 9
2025
Q4 		$6.04M Sell
119,027
-14,301
-11% -$725K 2.39% 9
2025
Q3 		$6.75M Sell
133,328
-3,218
-2% -$163K 2.8% 9
2025
Q2 		$6.92M Sell
136,546
-24,221
-15% -$1.22M 3.25% 8
2025
Q1 		$8.14M Sell
160,767
-25,426
-14% -$1.28M 4.13% 4
2024
Q4 		$9.38M Sell
186,193
-95,613
-34% -$4.83M 4.95% 3
2024
Q3 		$14.3M Buy
281,806
+7,168
+3% +$362K 7.23% 3
2024
Q2 		$13.9M Buy
274,638
+2,611
+1% +$131K 8.23% 3
2024
Q1 		$13.7M Buy
272,027
+4,721
+2% +$238K 17.59% 2
2023
Q4 		$13.5M Buy
267,306
+10,519
+4% +$528K 13.81% 2
2023
Q3 		$12.9M Buy
256,787
+7,122
+3% +$357K 13.17% 2
2023
Q2 		$12.5M Buy
249,665
+1,370
+0.6% +$68.8K 7.52% 3
2023
Q1 		$12.5M Sell
248,295
-12,254
-5% -$616K 14.15% 2
2022
Q4 		$13.1M Buy
260,549
+7,916
+3% +$397K 14.73% 2
2022
Q3 		$12.6M Sell
252,633
-10,206
-4% -$512K 17.92% 1
2022
Q2 		$13.2M Buy
262,839
+20,558
+8% +$1.03M 8.94% 2
2022
Q1 		$12.2M Buy
242,281
+4,210
+2% +$212K 18.17% 1
2021
Q4 		$12M Sell
238,071
-6,084
-2% -$308K 8.13% 2
2021
Q3 		$12.4M Buy
244,155
+10,326
+4% +$524K 8.3% 3
2021
Q2 		$11.9M Sell
233,829
-11,224
-5% -$569K 8.1% 3
2021
Q1 		$12.4M Buy
245,053
+15,022
+7% +$763K 9.35% 3
2020
Q4 		$11.7M Buy
230,031
+8,668
+4% +$440K 9.03% 3
2020
Q3 		$11.2M Buy
221,363
+21,741
+11% +$1.1M 9.48% 3
2020
Q2 		$10.1M Buy
199,622
+19,207
+11% +$967K 9.18% 3
2020
Q1 		$9.05M Buy
+180,415
New +$9.07M 9.77% 3

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
AssetMark Inc
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Meridian Financial Partners's JPST Position: Q2 2026 in Review

Meridian Financial Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.4% in Q2 2026, selling an estimated $246K and leaving 107,084 shares worth $5.41M. The position accounts for 1.84% of the portfolio, ranked #13.

Meridian Financial Partners first reported a position in JPST in Q1 2020 and has held it in 26 quarters since. The position peaked at $14.3M in Q3 2024. 587 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Meridian Financial Partners held 107,084 shares of JPMorgan Ultra-Short Income ETF worth $5.41M as of Q2 2026.
  • Meridian Financial Partners sold 4,873 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $246K.
  • JPMorgan Ultra-Short Income ETF made up 1.84% of Meridian Financial Partners's portfolio in Q2 2026, its #13 holding.
  • Meridian Financial Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 26 quarters since.
  • Meridian Financial Partners's JPMorgan Ultra-Short Income ETF position peaked at $14.3M in Q3 2024.
  • 587 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.