Northeast Planning Associates NH’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Northeast Planning Associates NH’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	$10.5M	Sell	226,494 -1,045	-0.5%	-$52.8K	7.86%	4
2026 Q1	$11.5M	Buy	227,539 +9,479	+4%	+$480K	7.73%	4
2025 Q4	$11M	Sell	218,060 -269	-0.1%	-$13.6K	7.79%	4
2025 Q3	$11.1M	Buy	218,329 +438	+0.2%	+$22.2K	9.4%	4
2025 Q2	$11M	Sell	217,891 -30,864	-12%	-$1.56M	10.17%	3
2025 Q1	$12.6M	Sell	248,755 -1,323	-0.5%	-$66.8K	10.46%	4
2024 Q4	$12.6M	Buy	+250,078	New	+$12.6M	13.04%	1

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

Northeast Planning Associates NH's JPST Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.46% in Q2 2026, selling an estimated $52.8K and leaving 226,494 shares worth $10.5M. The position accounts for 7.86% of the portfolio, ranked #4.

Northeast Planning Associates NH first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.6M in Q4 2024. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Northeast Planning Associates NH held 226,494 shares of JPMorgan Ultra-Short Income ETF worth $10.5M as of Q2 2026.
Northeast Planning Associates NH sold 1,045 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $52.8K.
JPMorgan Ultra-Short Income ETF made up 7.86% of Northeast Planning Associates NH's portfolio in Q2 2026, its #4 holding.
Northeast Planning Associates NH first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Northeast Planning Associates NH's JPMorgan Ultra-Short Income ETF position peaked at $12.6M in Q4 2024.
623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.