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Roble Belko & Company’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Roble Belko & Company’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 		$1.08M Sell
21,396
-199
-0.9% -$10.1K 0.12% 59
2026
Q1 		$1.09M Sell
21,595
-11,786
-35% -$597K 0.14% 58
2025
Q4 		$1.69M Sell
33,381
-3,450
-9% -$175K 0.22% 42
2025
Q3 		$1.87M Sell
36,831
-2,390
-6% -$121K 0.25% 39
2025
Q2 		$1.99M Buy
39,221
+1,697
+5% +$85.7K 0.29% 38
2025
Q1 		$1.9M Hold
37,524
– – 0.3% 39
2024
Q4 		$1.89M Sell
37,524
-2,321
-6% -$117K 0.3% 39
2024
Q3 		$2.02M Sell
39,845
-2,595
-6% -$131K 0.32% 38
2024
Q2 		$2.14M Sell
42,440
-704
-2% -$35.5K 0.36% 36
2024
Q1 		$2.18M Sell
43,144
-99
-0.2% -$4.99K 0.37% 34
2023
Q4 		$2.17M Sell
43,243
-6,995
-14% -$351K 0.41% 31
2023
Q3 		$2.52M Sell
50,238
-3,529
-7% -$177K 0.52% 34
2023
Q2 		$2.7M Sell
53,767
-2,661
-5% -$134K 0.53% 31
2023
Q1 		$2.84M Buy
56,428
+7,959
+16% +$400K 0.58% 32
2022
Q4 		$2.43M Buy
48,469
+18,157
+60% +$910K 0.52% 35
2022
Q3 		$1.52M Sell
30,312
-5,828
-16% -$292K 0.37% 36
2022
Q2 		$1.81M Sell
36,140
-272,970
-88% -$13.7M 0.41% 34
2022
Q1 		$15.5M Buy
309,110
+276,813
+857% +$13.9M 2.95% 12
2021
Q4 		$1.63M Buy
+32,297
New +$1.63M 0.31% 39
2021
Q3 		– Sell
-155,078
Closed -$7.87M – 337
2021
Q2 		$7.87M Buy
155,078
+6,864
+5% +$348K 1.78% 20
2021
Q1 		$7.52M Buy
148,214
+12,601
+9% +$640K 1.81% 19
2020
Q4 		$6.89M Buy
135,613
+23,396
+21% +$1.19M 1.8% 19
2020
Q3 		$5.7M Buy
112,217
+14,025
+14% +$713K 1.67% 19
2020
Q2 		$4.98M Buy
98,192
+46,695
+91% +$2.35M 1.49% 20
2020
Q1 		$2.56M Buy
51,497
+8,219
+19% +$413K 0.83% 30
2019
Q4 		$2.18M Buy
+43,278
New +$2.18M 0.6% 33

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Roble Belko & Company's JPST Position: Q2 2026 in Review

Roble Belko & Company reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.92% in Q2 2026, selling an estimated $10.1K and leaving 21,396 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #59.

Roble Belko & Company first reported a position in JPST in Q4 2019 and has held it in 26 quarters since. The position peaked at $15.5M in Q1 2022. 1,197 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Roble Belko & Company held 21,396 shares of JPMorgan Ultra-Short Income ETF worth $1.08M as of Q2 2026.
  • Roble Belko & Company sold 199 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $10.1K.
  • JPMorgan Ultra-Short Income ETF made up 0.12% of Roble Belko & Company's portfolio in Q2 2026, its #59 holding.
  • Roble Belko & Company first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 26 quarters since.
  • Roble Belko & Company's JPMorgan Ultra-Short Income ETF position peaked at $15.5M in Q1 2022.
  • 1,197 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.