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Simon Quick Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Simon Quick 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 		$13.3M Sell
263,773
-7,867
-3% -$397K 0.54% 29
2026
Q1 		$13.7M Sell
271,640
-5,882
-2% -$298K 0.63% 26
2025
Q4 		$14M Buy
277,522
+750
+0.3% +$38K 0.61% 26
2025
Q3 		$14M Sell
276,772
-1,208
-0.4% -$61.2K 0.64% 27
2025
Q2 		$14.1M Buy
277,980
+583
+0.2% +$29.4K 0.71% 26
2025
Q1 		$14M Sell
277,397
-2,711
-1% -$137K 0.8% 24
2024
Q4 		$14.1M Buy
280,108
+2,039
+0.7% +$103K 0.85% 22
2024
Q3 		$14.1M Sell
278,069
-105
-0% -$5.31K 0.89% 22
2024
Q2 		$14M Sell
278,174
-74
-0% -$3.73K 0.99% 19
2024
Q1 		$14M Sell
278,248
-12,949
-4% -$652K 1.05% 19
2023
Q4 		$14.6M Sell
291,197
-787
-0.3% -$39.5K 1.29% 17
2023
Q3 		$14.7M Sell
291,984
-23,278
-7% -$1.17M 1.38% 16
2023
Q2 		$15.8M Buy
315,262
+144,642
+85% +$7.26M 1.46% 15
2023
Q1 		$8.59M Sell
170,620
-185,491
-52% -$9.32M 0.93% 21
2022
Q4 		$17.9M Sell
356,111
-93,890
-21% -$4.71M 2.12% 12
2022
Q3 		$22.6M Sell
450,001
-130,877
-23% -$6.56M 3.19% 9
2022
Q2 		$29.1M Buy
+580,878
New +$29.1M 3.81% 8
2022
Q1 		– Sell
-442
Closed -$22K – 357
2021
Q4 		$22K Buy
442
+200
+83% +$10.1K 0.01% 283
2021
Q3 		$12K Sell
242
-158
-40% -$8.01K ﹤0.01% 341
2021
Q2 		$20K Hold
400
– – 0.01% 333
2021
Q1 		$20K Buy
+400
New +$20.3K 0.01% 352
2020
Q2 		– Sell
-2,255
Closed -$112K – 480
2020
Q1 		$112K Sell
2,255
-3,808
-63% -$191K 0.04% 113
2019
Q4 		$306K Buy
+6,063
New +$306K 0.11% 70

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
AssetMark Inc
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Simon Quick Advisors's JPST Position: Q2 2026 in Review

Simon Quick Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.9% in Q2 2026, selling an estimated $397K and leaving 263,773 shares worth $13.3M. The position accounts for 0.54% of the portfolio, ranked #29.

Simon Quick Advisors first reported a position in JPST in Q4 2019 and has held it in 23 quarters since. The position peaked at $29.1M in Q2 2022. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Simon Quick Advisors held 263,773 shares of JPMorgan Ultra-Short Income ETF worth $13.3M as of Q2 2026.
  • Simon Quick Advisors sold 7,867 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $397K.
  • JPMorgan Ultra-Short Income ETF made up 0.54% of Simon Quick Advisors's portfolio in Q2 2026, its #29 holding.
  • Simon Quick Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 23 quarters since.
  • Simon Quick Advisors's JPMorgan Ultra-Short Income ETF position peaked at $29.1M in Q2 2022.
  • 623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.