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Rockingstone Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Rockingstone Advisors’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 		$11.4M Buy
224,847
+48,295
+27% +$2.44M 4.57% 1
2026
Q1 		$8.94M Buy
176,552
+5,482
+3% +$278K 4.1% 1
2025
Q4 		$8.65M Sell
171,070
-11,725
-6% -$594K 3.94% 1
2025
Q3 		$9.27M Buy
182,795
+44,735
+32% +$2.26M 4.58% 1
2025
Q2 		$7M Sell
138,060
-197,335
-59% -$9.97M 3.68% 2
2025
Q1 		$17M Sell
335,395
-37,720
-10% -$1.91M 7.64% 1
2024
Q4 		$18.8M Buy
373,115
+80,200
+27% +$4.05M 8.3% 1
2024
Q3 		$14.9M Buy
292,915
+138,955
+90% +$7.02M 7.3% 1
2024
Q2 		$7.77M Sell
153,960
-18,924
-11% -$953K 3.99% 2
2024
Q1 		$8.72M Sell
172,884
-7,491
-4% -$377K 4.5% 1
2023
Q4 		$9.06M Sell
180,375
-123,595
-41% -$6.2M 5.08% 1
2023
Q3 		$15.3M Buy
303,970
+31,745
+12% +$1.59M 8.43% 1
2023
Q2 		$13.6M Sell
272,225
-6,974
-2% -$350K 7.7% 1
2023
Q1 		$14M Buy
279,199
+185,869
+199% +$9.34M 8.56% 1
2022
Q4 		$4.68M Buy
+93,330
New +$4.68M 3.49% 1

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Rockingstone Advisors's JPST Position: Q2 2026 in Review

Rockingstone Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 27% in Q2 2026, buying an estimated $2.44M and bringing the position to 224,847 shares worth $11.4M. The position accounts for 4.57% of the portfolio, ranked #1.

Rockingstone Advisors first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.8M in Q4 2024. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Rockingstone Advisors held 224,847 shares of JPMorgan Ultra-Short Income ETF worth $11.4M as of Q2 2026.
  • Rockingstone Advisors bought 48,295 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.44M.
  • JPMorgan Ultra-Short Income ETF made up 4.57% of Rockingstone Advisors's portfolio in Q2 2026, its #1 holding.
  • Rockingstone Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Rockingstone Advisors's JPMorgan Ultra-Short Income ETF position peaked at $18.8M in Q4 2024.
  • 623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.