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Portside Wealth Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Portside Wealth 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 		$1.07M Buy
21,181
+665
+3% +$33.6K 0.12% 182
2026
Q1 		$1.04M Buy
20,516
+1,337
+7% +$67.7K 0.14% 164
2025
Q4 		$970K Buy
19,179
+3,268
+21% +$166K 0.13% 172
2025
Q3 		$807K Buy
15,911
+3,289
+26% +$167K 0.11% 191
2025
Q2 		$640K Sell
12,622
-394,711
-97% -$19.9M 0.09% 207
2025
Q1 		$20.6M Buy
407,333
+19,989
+5% +$1.01M 3.36% 1
2024
Q4 		$19.5M Sell
387,344
-21,281
-5% -$1.07M 3.23% 2
2024
Q3 		$20.7M Buy
408,625
+8,028
+2% +$406K 3.54% 2
2024
Q2 		$20.2M Buy
400,597
+983
+0.2% +$49.5K 3.86% 2
2024
Q1 		$20.2M Sell
399,614
-9,857
-2% -$496K 3.73% 2
2023
Q4 		$20.6M Sell
409,471
-64,363
-14% -$3.23M 3.83% 2
2023
Q3 		$23.8M Buy
473,834
+38,572
+9% +$1.93M 4.47% 1
2023
Q2 		$21.8M Buy
+435,262
New +$21.8M 4.05% 2

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

Portside Wealth Group's JPST Position: Q2 2026 in Review

Portside Wealth Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.2% in Q2 2026, buying an estimated $33.6K and bringing the position to 21,181 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #182.

Portside Wealth Group first reported a position in JPST in Q2 2023 and has held it in 13 quarters since. The position peaked at $23.8M in Q3 2023. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Portside Wealth Group held 21,181 shares of JPMorgan Ultra-Short Income ETF worth $1.07M as of Q2 2026.
  • Portside Wealth Group bought 665 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $33.6K.
  • JPMorgan Ultra-Short Income ETF made up 0.12% of Portside Wealth Group's portfolio in Q2 2026, its #182 holding.
  • Portside Wealth Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's JPMorgan Ultra-Short Income ETF position peaked at $23.8M in Q3 2023.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.