Seamount Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Seamount Financial Group’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	$921K	Sell	18,213 -710	-4%	-$35.9K	0.37%	62
2026 Q1	$958K	Sell	18,923 -4,821	-20%	-$244K	0.43%	55
2025 Q4	$1.2M	Sell	23,744 -3,862	-14%	-$196K	0.55%	43
2025 Q3	$1.4M	Sell	27,606 -1,772	-6%	-$89.7K	0.66%	37
2025 Q2	$1.49M	Buy	29,378 +8,127	+38%	+$411K	0.77%	37
2025 Q1	$1.08M	Sell	21,251 -395	-2%	-$20K	0.73%	36
2024 Q4	$1.09M	Buy	21,646 +410	+2%	+$20.7K	0.75%	34
2024 Q3	$1.08M	Sell	21,236 -1,864	-8%	-$94.2K	0.81%	31
2024 Q2	$1.17M	Sell	23,100 -3,803	-14%	-$192K	0.95%	26
2024 Q1	$1.36M	Sell	26,903 -2,029	-7%	-$102K	1.19%	23
2023 Q4	$1.45M	Buy	+28,932	New	+$1.45M	1.39%	23

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Seamount Financial Group's JPST Position: Q2 2026 in Review

Seamount Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.8% in Q2 2026, selling an estimated $35.9K and leaving 18,213 shares worth $921K. The position accounts for 0.37% of the portfolio, ranked #62.

Seamount Financial Group first reported a position in JPST in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q2 2025. 447 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Seamount Financial Group held 18,213 shares of JPMorgan Ultra-Short Income ETF worth $921K as of Q2 2026.
Seamount Financial Group sold 710 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $35.9K.
JPMorgan Ultra-Short Income ETF made up 0.37% of Seamount Financial Group's portfolio in Q2 2026, its #62 holding.
Seamount Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 11 quarters since.
Seamount Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $1.49M in Q2 2025.
447 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.