Stonebridge Financial Group (Pennsylvania)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$364K	Sell	7,208 -724	-9%	-$36.6K	0.03%	208
2026 Q1	$401K	Sell	7,932 -468	-6%	-$23.7K	0.03%	186
2025 Q4	$425K	Buy	8,400 +4,081	+94%	+$207K	0.04%	182
2025 Q3	$219K	Sell	4,319 -351	-8%	-$17.8K	0.02%	228
2025 Q2	$237K	Buy	4,670 +845	+22%	+$42.7K	0.02%	218
2025 Q1	$194K	Sell	3,825 -51,475	-93%	-$2.6M	0.02%	224
2024 Q4	$2.79M	Buy	+55,300	New	+$2.79M	0.31%	79

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s JPST Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.1% in Q2 2026, selling an estimated $36.6K and leaving 7,208 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #208.

Stonebridge Financial Group (Pennsylvania) first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.79M in Q4 2024. 1,054 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 7,208 shares of JPMorgan Ultra-Short Income ETF worth $364K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 724 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $36.6K.
JPMorgan Ultra-Short Income ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #208 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s JPMorgan Ultra-Short Income ETF position peaked at $2.79M in Q4 2024.
1,054 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.