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Merit Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Merit Financial Group’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 		$6.07M Sell
120,095
-104,418
-47% -$5.27M 0.04% 377
2026
Q1 		$11.4M Buy
224,513
+11,428
+5% +$579K 0.08% 211
2025
Q4 		$10.8M Sell
213,085
-43,466
-17% -$2.2M 0.09% 190
2025
Q3 		$13M Buy
256,551
+38,802
+18% +$1.96M 0.12% 141
2025
Q2 		$11M Buy
217,749
+91,896
+73% +$4.64M 0.12% 134
2025
Q1 		$6.37M Buy
125,853
+117,680
+1,440% +$5.94M 0.1% 171
2024
Q4 		$412K Buy
+8,173
New +$413K 0.01% 791
2024
Q3 		– Sell
-6,178
Closed -$312K – 902
2024
Q2 		$312K Sell
6,178
-2,384
-28% -$120K 0.01% 708
2024
Q1 		$430K Sell
8,562
-4,286
-33% -$216K 0.01% 598
2023
Q4 		$645K Buy
12,848
+7,544
+142% +$379K 0.02% 428
2023
Q3 		$266K Sell
5,304
-3,169
-37% -$159K 0.01% 620
2023
Q2 		$425K Buy
+8,473
New +$425K 0.01% 502
2023
Q1 		– Sell
-9,926
Closed -$498K – 677
2022
Q4 		$498K Buy
+9,926
New +$498K 0.02% 422
2022
Q2 		– Sell
-22,139
Closed -$1.11M – 596
2022
Q1 		$1.11M Buy
22,139
+13,535
+157% +$682K 0.07% 142
2021
Q4 		$434K Buy
+8,604
New +$435K 0.04% 183
2019
Q4 		– Sell
-6,921
Closed -$349K – 242
2019
Q3 		$349K Buy
+6,921
New +$349K 0.04% 109

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
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
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Merit Financial Group's JPST Position: Q2 2026 in Review

Merit Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 47% in Q2 2026, selling an estimated $5.27M and leaving 120,095 shares worth $6.07M. The position accounts for 0.04% of the portfolio, ranked #377.

Merit Financial Group first reported a position in JPST in Q3 2019 and has held it in 16 quarters since. The position peaked at $13M in Q3 2025. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Merit Financial Group held 120,095 shares of JPMorgan Ultra-Short Income ETF worth $6.07M as of Q2 2026.
  • Merit Financial Group sold 104,418 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $5.27M.
  • JPMorgan Ultra-Short Income ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #377 holding.
  • Merit Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2019 and has held it in 16 quarters since.
  • Merit Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $13M in Q3 2025.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.