Morey & Quinn Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Morey & Quinn Wealth 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	$268K	Buy	5,298 +177	+3%	+$8.94K	0.17%	117
2026 Q1	$259K	Hold	5,121	–	–	0.18%	113
2025 Q4	$259K	Hold	5,121	–	–	0.19%	112
2025 Q3	$260K	Sell	5,121 -365	-7%	-$18.5K	0.19%	111
2025 Q2	$278K	Hold	5,486	–	–	0.22%	106
2025 Q1	$278K	Hold	5,486	–	–	0.23%	100
2024 Q4	$276K	Buy	+5,486	New	+$277K	0.23%	99

Other funds holding JPST

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

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

Morey & Quinn Wealth Partners's JPST Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.5% in Q2 2026, buying an estimated $8.94K and bringing the position to 5,298 shares worth $268K. The position accounts for 0.17% of the portfolio, ranked #117.

Morey & Quinn Wealth Partners first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $278K in Q2 2025. 834 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Morey & Quinn Wealth Partners held 5,298 shares of JPMorgan Ultra-Short Income ETF worth $268K as of Q2 2026.
Morey & Quinn Wealth Partners bought 177 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $8.94K.
JPMorgan Ultra-Short Income ETF made up 0.17% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #117 holding.
Morey & Quinn Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $278K in Q2 2025.
834 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.