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SP Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

SP Asset 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 		$2.63M Sell
52,038
-367
-0.7% -$18.5K 0.21% 53
2026
Q1 		$2.65M Sell
52,405
-8,169
-13% -$414K 0.23% 53
2025
Q4 		$3.06M Sell
60,574
-2,577
-4% -$131K 0.24% 57
2025
Q3 		$3.2M Sell
63,151
-5,031
-7% -$255K 0.25% 57
2025
Q2 		$3.46M Sell
68,182
-181
-0.3% -$9.14K 0.29% 54
2025
Q1 		$3.46M Sell
68,363
-3,650
-5% -$184K 0.31% 49
2024
Q4 		$3.63M Buy
72,013
+3,058
+4% +$154K 0.3% 52
2024
Q3 		$3.5M Sell
68,955
-13,918
-17% -$703K 0.29% 53
2024
Q2 		$4.18M Sell
82,873
-1,108
-1% -$55.8K 0.38% 46
2024
Q1 		$4.24M Sell
83,981
-21,239
-20% -$1.07M 0.39% 48
2023
Q4 		$5.29M Sell
105,220
-20,884
-17% -$1.05M 0.54% 46
2023
Q3 		$6.33M Sell
126,104
-29,039
-19% -$1.45M 0.71% 32
2023
Q2 		$7.78M Buy
155,143
+97,169
+168% +$4.88M 0.87% 29
2023
Q1 		$2.92M Buy
57,974
+14,023
+32% +$705K 0.36% 52
2022
Q4 		$2.2M Buy
43,951
+34,450
+363% +$1.73M 0.29% 59
2022
Q3 		$477K Sell
9,501
-56,568
-86% -$2.84M 0.07% 86
2022
Q2 		$3.31M Sell
66,069
-44,934
-40% -$2.25M 0.42% 53
2022
Q1 		$5.58M Buy
111,003
+12
+0% +$604 0.6% 44
2021
Q4 		$5.6M Sell
110,991
-27,017
-20% -$1.37M 0.56% 44
2021
Q3 		$6.99M Buy
138,008
+49,473
+56% +$2.51M 0.73% 36
2021
Q2 		$4.49M Buy
+88,535
New +$4.49M 0.49% 46

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

SP Asset Management's JPST Position: Q2 2026 in Review

SP Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.7% in Q2 2026, selling an estimated $18.5K and leaving 52,038 shares worth $2.63M. The position accounts for 0.21% of the portfolio, ranked #53.

SP Asset Management first reported a position in JPST in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.78M in Q2 2023. 695 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • SP Asset Management held 52,038 shares of JPMorgan Ultra-Short Income ETF worth $2.63M as of Q2 2026.
  • SP Asset Management sold 367 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $18.5K.
  • JPMorgan Ultra-Short Income ETF made up 0.21% of SP Asset Management's portfolio in Q2 2026, its #53 holding.
  • SP Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and has held it in 21 quarters since.
  • SP Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $7.78M in Q2 2023.
  • 695 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.