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Principle Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Principle Wealth 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 		$1.34M Buy
26,477
+1,900
+8% +$96K 0.07% 168
2026
Q1 		$1.24M Buy
24,577
+7,645
+45% +$387K 0.07% 158
2025
Q4 		$857K Buy
+16,932
New +$858K 0.05% 179
2025
Q3 		– Sell
-103,347
Closed -$5.24M – 364
2025
Q2 		$5.24M Buy
103,347
+17,854
+21% +$902K 0.33% 67
2025
Q1 		$4.33M Sell
85,493
-50,537
-37% -$2.55M 0.31% 76
2024
Q4 		$6.85M Buy
136,030
+5,927
+5% +$299K 0.48% 48
2024
Q3 		$6.6M Buy
130,103
+4,086
+3% +$206K 0.47% 49
2024
Q2 		$6.36M Sell
126,017
-4,851
-4% -$244K 0.48% 49
2024
Q1 		$6.6M Sell
130,868
-3,358
-3% -$169K 0.52% 50
2023
Q4 		$6.74M Buy
134,226
+1,268
+1% +$63.6K 0.58% 46
2023
Q3 		$6.67M Buy
132,958
+67,376
+103% +$3.38M 0.67% 39
2023
Q2 		$3.29M Buy
65,582
+54,597
+497% +$2.74M 0.33% 71
2023
Q1 		$553K Buy
+10,985
New +$552K 0.06% 183
2022
Q3 		– Sell
-7,273
Closed -$364K – 297
2022
Q2 		$364K Sell
7,273
-7,888
-52% -$396K 0.04% 223
2022
Q1 		$762K Sell
15,161
-9,826
-39% -$495K 0.08% 163
2021
Q4 		$1.26M Sell
24,987
-13,589
-35% -$687K 0.13% 119
2021
Q3 		$1.96M Sell
38,576
-1,703
-4% -$86.4K 0.23% 91
2021
Q2 		$2.04M Sell
40,279
-5,887
-13% -$299K 0.23% 87
2021
Q1 		$2.34M Sell
46,166
-6,616
-13% -$336K 0.27% 75
2020
Q4 		$2.68M Buy
+52,782
New +$2.68M 0.35% 62

Other funds holding JPST

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Principle Wealth Partners's JPST Position: Q2 2026 in Review

Principle Wealth Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.7% in Q2 2026, buying an estimated $96K and bringing the position to 26,477 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #168.

Principle Wealth Partners first reported a position in JPST in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.85M in Q4 2024. 874 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Principle Wealth Partners held 26,477 shares of JPMorgan Ultra-Short Income ETF worth $1.34M as of Q2 2026.
  • Principle Wealth Partners bought 1,900 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $96K.
  • JPMorgan Ultra-Short Income ETF made up 0.07% of Principle Wealth Partners's portfolio in Q2 2026, its #168 holding.
  • Principle Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 20 quarters since.
  • Principle Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $6.85M in Q4 2024.
  • 874 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.