Princeton Global Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Princeton Global Asset Management’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	$673K	Sell	13,308 -1,965	-13%	-$99.3K	0.1%	123
2026 Q1	$773K	Buy	15,273 +158	+1%	+$8K	0.13%	105
2025 Q4	$765K	Buy	15,115 +84	+0.6%	+$4.26K	0.12%	110
2025 Q3	$763K	Buy	15,031 +153	+1%	+$7.75K	0.13%	113
2025 Q2	$754K	Buy	14,878 +4	+0%	+$202	0.14%	109
2025 Q1	$753K	Sell	14,874 -396	-3%	-$20K	0.15%	112
2024 Q4	$769K	Buy	15,270 +3	+0%	+$152	0.14%	111
2024 Q3	$775K	Buy	15,267 +4	+0%	+$202	0.15%	108
2024 Q2	$770K	Buy	15,263 +104	+0.7%	+$5.24K	0.17%	93
2024 Q1	$765K	Buy	15,159 +4	+0%	+$201	0.18%	93
2023 Q4	$761K	Buy	15,155 +8	+0.1%	+$401	0.19%	87
2023 Q3	$760K	Buy	15,147 +16	+0.1%	+$802	0.22%	90
2023 Q2	$759K	Buy	15,131 +15	+0.1%	+$753	0.22%	84
2023 Q1	$761K	Buy	15,116 +2,403	+19%	+$121K	0.22%	92
2022 Q4	$637K	Buy	12,713 +247	+2%	+$12.4K	0.21%	96
2022 Q3	$625K	Buy	12,466 +3,441	+38%	+$172K	0.22%	95
2022 Q2	$452K	Buy	9,025 +5,275	+141%	+$265K	0.15%	111
2022 Q1	$189K	Buy	+3,750	New	+$189K	0.05%	170
2020 Q2	–	Sell	-900	Closed	-$45K	–	541
2020 Q1	$45K	Hold	900	–	–	0.02%	236
2019 Q4	$45	Hold	900	–	–	0.02%	249
2019 Q3	$46K	Hold	900	–	–	0.03%	215
2019 Q2	$45K	Buy	+900	New	+$45.3K	0.03%	230

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Princeton Global Asset Management's JPST Position: Q2 2026 in Review

Princeton Global Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q2 2026, selling an estimated $99.3K and leaving 13,308 shares worth $673K. The position accounts for 0.1% of the portfolio, ranked #123.

Princeton Global Asset Management first reported a position in JPST in Q2 2019 and has held it in 22 quarters since. The position peaked at $775K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Princeton Global Asset Management held 13,308 shares of JPMorgan Ultra-Short Income ETF worth $673K as of Q2 2026.
Princeton Global Asset Management sold 1,965 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $99.3K.
JPMorgan Ultra-Short Income ETF made up 0.1% of Princeton Global Asset Management's portfolio in Q2 2026, its #123 holding.
Princeton Global Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 22 quarters since.
Princeton Global Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $775K in Q3 2024.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.