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

Penney Financial’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 		$4.26M Buy
84,243
+76,243
+953% +$3.85M 1.49% 13
2026
Q1 		$405K Buy
+8,000
New +$405K 0.16% 34

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Penney Financial's JPST Position: Q2 2026 in Review

Penney Financial increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 953% in Q2 2026, buying an estimated $3.85M and bringing the position to 84,243 shares worth $4.26M. The position accounts for 1.49% of the portfolio, ranked #13.

Penney Financial first reported a position in JPST in Q1 2026 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Penney Financial held 84,243 shares of JPMorgan Ultra-Short Income ETF worth $4.26M as of Q2 2026.
  • Penney Financial bought 76,243 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.85M.
  • JPMorgan Ultra-Short Income ETF made up 1.49% of Penney Financial's portfolio in Q2 2026, its #13 holding.
  • Penney Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.