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

Slagle Financial’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 		$320K Buy
6,330
+495
+8% +$25K 0.1% 101
2026
Q1 		$295K Sell
5,835
-642
-10% -$32.5K 0.1% 98
2025
Q4 		$328K Sell
6,477
-137
-2% -$6.94K 0.11% 92
2025
Q3 		$336K Buy
6,614
+12
+0.2% +$608 0.12% 91
2025
Q2 		$335K Buy
6,602
+1,005
+18% +$50.8K 0.13% 88
2025
Q1 		$283K Sell
5,597
-1,206
-18% -$60.9K 0.13% 83
2024
Q4 		$343K Sell
6,803
-1,120
-14% -$56.6K 0.15% 78
2024
Q3 		$402K Sell
7,923
-386
-5% -$19.5K 0.18% 75
2024
Q2 		$419K Sell
8,309
-189
-2% -$9.52K 0.22% 75
2024
Q1 		$429K Sell
8,498
-7,282
-46% -$367K 0.23% 76
2023
Q4 		$396K Buy
15,780
+7,712
+96% +$387K 0.23% 75
2023
Q3 		$405K Buy
8,068
+477
+6% +$23.9K 0.25% 72
2023
Q2 		$381K Buy
+7,591
New +$381K 0.24% 77

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

Slagle Financial's JPST Position: Q2 2026 in Review

Slagle Financial increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.5% in Q2 2026, buying an estimated $25K and bringing the position to 6,330 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #101.

Slagle Financial first reported a position in JPST in Q2 2023 and has held it in 13 quarters since. The position peaked at $429K in Q1 2024. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Slagle Financial held 6,330 shares of JPMorgan Ultra-Short Income ETF worth $320K as of Q2 2026.
  • Slagle Financial bought 495 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $25K.
  • JPMorgan Ultra-Short Income ETF made up 0.1% of Slagle Financial's portfolio in Q2 2026, its #101 holding.
  • Slagle Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Slagle Financial's JPMorgan Ultra-Short Income ETF position peaked at $429K in Q1 2024.
  • 623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.