SPAS
JPST icon

Spectrum Planning & Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Spectrum Planning & Advisory Services’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 		$11.2M Buy
221,477
+1,713
+0.8% +$86.5K 5.01% 4
2026
Q1 		$11.1M Sell
219,764
-33,114
-13% -$1.68M 5.5% 3
2025
Q4 		$12.8M Buy
252,878
+24,037
+11% +$1.22M 6.58% 3
2025
Q3 		$11.6M Buy
228,841
+39,575
+21% +$2M 6.55% 2
2025
Q2 		$9.59M Buy
+189,266
New +$9.56M 6.2% 2

Other funds holding JPST

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
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Spectrum Planning & Advisory Services's JPST Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.78% in Q2 2026, buying an estimated $86.5K and bringing the position to 221,477 shares worth $11.2M. The position accounts for 5.01% of the portfolio, ranked #4.

Spectrum Planning & Advisory Services first reported a position in JPST in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.8M in Q4 2025. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Spectrum Planning & Advisory Services held 221,477 shares of JPMorgan Ultra-Short Income ETF worth $11.2M as of Q2 2026.
  • Spectrum Planning & Advisory Services bought 1,713 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $86.5K.
  • JPMorgan Ultra-Short Income ETF made up 5.01% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #4 holding.
  • Spectrum Planning & Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Spectrum Planning & Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $12.8M in Q4 2025.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.