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

Shore Point 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	$1.76M	Sell	34,713 -978	-3%	-$49.4K	0.6%	31
2026 Q1	$1.81M	Sell	35,691 -613	-2%	-$31K	0.71%	29
2025 Q4	$1.84M	Sell	36,304 -5,739	-14%	-$291K	0.78%	26
2025 Q3	$2.13M	Buy	42,043 +17,492	+71%	+$886K	0.94%	22
2025 Q2	$1.24M	Buy	24,551 +162	+0.7%	+$8.18K	0.6%	27
2025 Q1	$1.23M	Sell	24,389 -645	-3%	-$32.6K	0.65%	27
2024 Q4	$1.26M	Buy	25,034 +579	+2%	+$29.2K	0.68%	27
2024 Q3	$1.24M	Buy	24,455 +3,230	+15%	+$163K	0.66%	27
2024 Q2	$1.07M	Buy	21,225 +132	+0.6%	+$6.65K	0.61%	27
2024 Q1	$1.06M	Sell	21,093 -2,194	-9%	-$110K	0.61%	27
2023 Q4	$1.17M	Buy	23,287 +903	+4%	+$45.3K	0.72%	25
2023 Q3	$1.12M	Sell	22,384 -1,066	-5%	-$53.4K	0.81%	22
2023 Q2	$1.18M	Buy	23,450 +94	+0.4%	+$4.72K	0.84%	22
2023 Q1	$1.18M	Sell	23,356 -71	-0.3%	-$3.57K	0.89%	22
2022 Q4	$1.17M	Buy	+23,427	New	+$1.17M	0.97%	21

Other funds holding JPST

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

Shore Point Advisors's JPST Position: Q2 2026 in Review

Shore Point Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.7% in Q2 2026, selling an estimated $49.4K and leaving 34,713 shares worth $1.76M. The position accounts for 0.6% of the portfolio, ranked #31.

Shore Point Advisors first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.13M in Q3 2025. 678 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Shore Point Advisors held 34,713 shares of JPMorgan Ultra-Short Income ETF worth $1.76M as of Q2 2026.
Shore Point Advisors sold 978 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $49.4K.
JPMorgan Ultra-Short Income ETF made up 0.6% of Shore Point Advisors's portfolio in Q2 2026, its #31 holding.
Shore Point Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
Shore Point Advisors's JPMorgan Ultra-Short Income ETF position peaked at $2.13M in Q3 2025.
678 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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