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

Stewardship 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 		$4.26M Sell
84,278
-145,406
-63% -$7.34M 0.89% 26
2026
Q1 		$11.6M Buy
229,684
+61,075
+36% +$3.09M 2.67% 9
2025
Q4 		$8.53M Buy
168,609
+19,356
+13% +$981K 1.97% 15
2025
Q3 		$7.57M Buy
149,253
+19,106
+15% +$967K 1.79% 15
2025
Q2 		$6.6M Sell
130,147
-3,208
-2% -$162K 1.67% 16
2025
Q1 		$6.75M Sell
133,355
-21,341
-14% -$1.08M 1.82% 15
2024
Q4 		$7.79M Sell
154,696
-27,099
-15% -$1.37M 2.16% 11
2024
Q3 		$9.22M Buy
181,795
+58,623
+48% +$2.96M 2.6% 10
2024
Q2 		$6.22M Buy
123,172
+11,880
+11% +$598K 2.05% 15
2024
Q1 		$5.61M Sell
111,292
-185,870
-63% -$9.36M 1.92% 16
2023
Q4 		$14.9M Sell
297,162
-28,382
-9% -$1.42M 5.38% 6
2023
Q3 		$16.3M Buy
+325,544
New +$16.3M 6.38% 4
2023
Q1 		– Sell
-189,053
Closed -$9.48M – 49
2022
Q4 		$9.48M Buy
189,053
+2,967
+2% +$149K 3.81% 9
2022
Q3 		$9.33M Buy
186,086
+8,900
+5% +$446K 4.04% 8
2022
Q2 		$8.88M Buy
177,186
+37,071
+26% +$1.86M 3.73% 8
2022
Q1 		$7.04M Sell
140,115
-71,752
-34% -$3.61M 2.6% 12
2021
Q4 		$10.7M Buy
211,867
+59,368
+39% +$3M 3.84% 7
2021
Q3 		$7.74M Buy
152,499
+13,868
+10% +$703K 2.93% 14
2021
Q2 		$7.03M Buy
+138,631
New +$7.03M 2.64% 14
2020
Q2 		– Sell
-5,536
Closed -$275K – 36
2020
Q1 		$275K Sell
5,536
-1,288
-19% -$64.8K 0.18% 35
2019
Q4 		$344K Buy
+6,824
New +$344K 0.22% 36

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

Stewardship Advisors's JPST Position: Q2 2026 in Review

Stewardship Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 63% in Q2 2026, selling an estimated $7.34M and leaving 84,278 shares worth $4.26M. The position accounts for 0.89% of the portfolio, ranked #26.

Stewardship Advisors first reported a position in JPST in Q4 2019 and has held it in 21 quarters since. The position peaked at $16.3M in Q3 2023. 602 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Stewardship Advisors held 84,278 shares of JPMorgan Ultra-Short Income ETF worth $4.26M as of Q2 2026.
  • Stewardship Advisors sold 145,406 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $7.34M.
  • JPMorgan Ultra-Short Income ETF made up 0.89% of Stewardship Advisors's portfolio in Q2 2026, its #26 holding.
  • Stewardship Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 21 quarters since.
  • Stewardship Advisors's JPMorgan Ultra-Short Income ETF position peaked at $16.3M in Q3 2023.
  • 602 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.