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Sherman Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sherman Wealth Management’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 		$6.31M Buy
124,725
+7,368
+6% +$372K 4.75% 5
2026
Q1 		$5.94M Buy
117,357
+16,926
+17% +$857K 5.1% 5
2025
Q4 		$5.08M Buy
+100,431
New +$5.09M 4.41% 5

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

Sherman Wealth Management's JPST Position: Q2 2026 in Review

Sherman Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.3% in Q2 2026, buying an estimated $372K and bringing the position to 124,725 shares worth $6.31M. The position accounts for 4.75% of the portfolio, ranked #5.

Sherman Wealth Management first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. 871 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Sherman Wealth Management held 124,725 shares of JPMorgan Ultra-Short Income ETF worth $6.31M as of Q2 2026.
  • Sherman Wealth Management bought 7,368 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $372K.
  • JPMorgan Ultra-Short Income ETF made up 4.75% of Sherman Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Sherman Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 871 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.