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

Narus 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 		$965K Sell
19,089
-746
-4% -$37.7K 0.25% 72
2026
Q1 		$1M Sell
19,835
-614
-3% -$31.1K 0.26% 60
2025
Q4 		$1.03M Sell
20,449
-246
-1% -$12.5K 0.29% 57
2025
Q3 		$1.05M Buy
20,695
+3,213
+18% +$163K 0.29% 59
2025
Q2 		$886K Sell
17,482
-5,088
-23% -$257K 0.28% 57
2025
Q1 		$1.14M Sell
22,570
-4,798
-18% -$242K 0.39% 43
2024
Q4 		$1.38M Sell
27,368
-41,177
-60% -$2.08M 0.47% 41
2024
Q3 		$3.48M Sell
68,545
-4,380
-6% -$221K 1.25% 11
2024
Q2 		$3.68M Sell
72,925
-1,298
-2% -$65.4K 1.48% 9
2024
Q1 		$3.74M Sell
74,223
-5,165
-7% -$260K 1.6% 6
2023
Q4 		$3.99M Sell
79,388
-14,761
-16% -$741K 1.92% 4
2023
Q3 		$4.72M Sell
94,149
-2,953
-3% -$148K 2.42% 2
2023
Q2 		$4.87M Sell
97,102
-8,336
-8% -$418K 2.52% 2
2023
Q1 		$5.31M Buy
105,438
+2,376
+2% +$119K 2.88% 2
2022
Q4 		$5.17M Buy
103,062
+13,511
+15% +$677K 2.98% 2
2022
Q3 		$4.49M Buy
89,551
+8,903
+11% +$446K 2.84% 2
2022
Q2 		$4.04M Buy
80,648
+31,867
+65% +$1.6M 2.57% 2
2022
Q1 		$2.45M Buy
+48,781
New +$2.46M 1.37% 14
2021
Q1 		$2.19M Buy
+43,244
New +$2.2M 1.31% 8
2019
Q4 		$1.97M Buy
39,136
+28,605
+272% +$1.44M 1.38% 6
2019
Q3 		$531K Sell
10,531
-198
-2% -$9.99K 0.39% 27
2019
Q2 		$541K Buy
+10,729
New +$541K 0.42% 25

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

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

Narus Financial Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.8% in Q2 2026, selling an estimated $37.7K and leaving 19,089 shares worth $965K. The position accounts for 0.25% of the portfolio, ranked #72.

Narus Financial Partners first reported a position in JPST in Q2 2019 and has held it in 22 quarters since. The position peaked at $5.31M in Q1 2023. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Narus Financial Partners held 19,089 shares of JPMorgan Ultra-Short Income ETF worth $965K as of Q2 2026.
  • Narus Financial Partners sold 746 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $37.7K.
  • JPMorgan Ultra-Short Income ETF made up 0.25% of Narus Financial Partners's portfolio in Q2 2026, its #72 holding.
  • Narus Financial Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 22 quarters since.
  • Narus Financial Partners's JPMorgan Ultra-Short Income ETF position peaked at $5.31M in Q1 2023.
  • 623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.