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Ruggaard & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ruggaard & Associates’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 		$15M Buy
295,794
+2,043
+0.7% +$103K 5.37% 2
2026
Q1 		$14.9M Buy
293,751
+4,830
+2% +$245K 5.89% 1
2025
Q4 		$14.6M Sell
288,921
-21,585
-7% -$1.09M 5.75% 3
2025
Q3 		$15.8M Buy
310,506
+13,208
+4% +$669K 5.89% 2
2025
Q2 		$15.1M Sell
297,298
-2,480
-0.8% -$125K 6.06% 3
2025
Q1 		$15.2M Buy
299,778
+5,001
+2% +$253K 6.65% 1
2024
Q4 		$14.8M Buy
294,777
+9,389
+3% +$474K 6.51% 1
2024
Q3 		$14.5M Sell
285,388
-1,339
-0.5% -$67.7K 6.3% 2
2024
Q2 		$14.5M Buy
286,727
+5,073
+2% +$255K 6.69% 1
2024
Q1 		$14.2M Buy
281,654
+10,729
+4% +$540K 6.76% 1
2023
Q4 		$13.6M Buy
270,925
+9,746
+4% +$489K 7.2% 1
2023
Q3 		$13.1M Buy
261,179
+16,739
+7% +$839K 7.8% 1
2023
Q2 		$12.3M Buy
244,440
+20,869
+9% +$1.05M 7.18% 1
2023
Q1 		$11.3M Buy
+223,571
New +$11.2M 6.95% 3

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

Ruggaard & Associates's JPST Position: Q2 2026 in Review

Ruggaard & Associates increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.7% in Q2 2026, buying an estimated $103K and bringing the position to 295,794 shares worth $15M. The position accounts for 5.37% of the portfolio, ranked #2.

Ruggaard & Associates first reported a position in JPST in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.8M in Q3 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Ruggaard & Associates held 295,794 shares of JPMorgan Ultra-Short Income ETF worth $15M as of Q2 2026.
  • Ruggaard & Associates bought 2,043 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $103K.
  • JPMorgan Ultra-Short Income ETF made up 5.37% of Ruggaard & Associates's portfolio in Q2 2026, its #2 holding.
  • Ruggaard & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Ruggaard & Associates's JPMorgan Ultra-Short Income ETF position peaked at $15.8M in Q3 2025.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.