Sigma Planning Corp’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sigma Planning Corp’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	$3M	Sell	59,256 -3,984	-6%	-$201K	0.08%	272
2026 Q1	$3.2M	Sell	63,240 -1,389	-2%	-$70.3K	0.09%	246
2025 Q4	$3.27M	Sell	64,629 -10,883	-14%	-$551K	0.09%	236
2025 Q3	$3.83M	Sell	75,512 -6,588	-8%	-$334K	0.11%	194
2025 Q2	$4.16M	Buy	82,100 +9,998	+14%	+$505K	0.13%	171
2025 Q1	$3.65M	Buy	72,102 +367	+0.5%	+$18.5K	0.12%	184
2024 Q4	$3.61M	Sell	71,735 -3,752	-5%	-$189K	0.11%	179
2024 Q3	$3.83M	Sell	75,487 -59,623	-44%	-$3.01M	0.12%	172
2024 Q2	$6.82M	Buy	135,110 +7,183	+6%	+$362K	0.22%	90
2024 Q1	$6.45M	Buy	127,927 +61,448	+92%	+$3.09M	0.2%	92
2023 Q4	$3.34M	Sell	66,479 -81,725	-55%	-$4.1M	0.26%	77
2023 Q3	$7.44M	Sell	148,204 -31,590	-18%	-$1.58M	0.28%	69
2023 Q2	$9.01M	Sell	179,794 -203,154	-53%	-$10.2M	0.32%	53
2023 Q1	$19.3M	Buy	382,948 +14,084	+4%	+$708K	0.64%	23
2022 Q4	$18.5M	Buy	368,864 +259,833	+238%	+$13M	0.66%	19
2022 Q3	$5.47M	Sell	109,031 -10,490	-9%	-$526K	0.21%	106
2022 Q2	$5.99M	Sell	119,521 -7,057	-6%	-$354K	0.21%	102
2022 Q1	$6.36M	Buy	126,578 +14,534	+13%	+$732K	0.19%	100
2021 Q4	$5.66M	Buy	112,044 +169	+0.2%	+$8.55K	0.16%	132
2021 Q3	$5.67M	Buy	111,875 +2,980	+3%	+$151K	0.17%	121
2021 Q2	$5.53M	Sell	108,895 -22,074	-17%	-$1.12M	0.16%	132
2021 Q1	$6.65M	Buy	130,969 +19,672	+18%	+$999K	0.21%	107
2020 Q4	$5.65M	Buy	111,297 +18,029	+19%	+$916K	0.19%	115
2020 Q3	$4.74M	Buy	93,268 +7,362	+9%	+$374K	0.19%	117
2020 Q2	$4.36M	Sell	85,906 -18,234	-18%	-$918K	0.19%	110
2020 Q1	$5.17M	Buy	104,140 +52,648	+102%	+$2.65M	0.31%	57
2019 Q4	$2.6M	Buy	51,492 +14,019	+37%	+$708K	0.11%	190
2019 Q3	$1.89M	Buy	37,473 +3,991	+12%	+$201K	0.09%	240
2019 Q2	$1.69M	Buy	33,482 +15,312	+84%	+$771K	0.09%	245
2019 Q1	$914K	Buy	+18,170	New	+$913K	0.05%	338

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sigma Planning Corp's JPST Position: Q2 2026 in Review

Sigma Planning Corp reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.3% in Q2 2026, selling an estimated $201K and leaving 59,256 shares worth $3M. The position accounts for 0.08% of the portfolio, ranked #272.

Sigma Planning Corp first reported a position in JPST in Q1 2019 and has held it in 30 quarters since. The position peaked at $19.3M in Q1 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Sigma Planning Corp held 59,256 shares of JPMorgan Ultra-Short Income ETF worth $3M as of Q2 2026.
Sigma Planning Corp sold 3,984 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $201K.
JPMorgan Ultra-Short Income ETF made up 0.08% of Sigma Planning Corp's portfolio in Q2 2026, its #272 holding.
Sigma Planning Corp first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 30 quarters since.
Sigma Planning Corp's JPMorgan Ultra-Short Income ETF position peaked at $19.3M in Q1 2023.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.