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StoneCrest Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

StoneCrest Wealth 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 		$2M Sell
39,618
-4,843
-11% -$245K 0.64% 42
2026
Q1 		$2.25M Sell
44,461
-1,649
-4% -$83.5K 0.95% 35
2025
Q4 		$2.33M Buy
46,110
+932
+2% +$47.2K 0.94% 34
2025
Q3 		$2.29M Buy
45,178
+1,289
+3% +$65.3K 1% 33
2025
Q2 		$2.22M Buy
43,889
+7,997
+22% +$404K 1.06% 34
2025
Q1 		$1.82M Sell
35,892
-188
-0.5% -$9.5K 1.15% 31
2024
Q4 		$1.82M Buy
36,080
+7,026
+24% +$355K 1.19% 28
2024
Q3 		$1.47M Buy
29,054
+17,781
+158% +$899K 1.07% 29
2024
Q2 		$569K Sell
11,273
-3,102
-22% -$156K 0.43% 39
2024
Q1 		$725K Buy
14,375
+432
+3% +$21.8K 0.63% 34
2023
Q4 		$700K Buy
+13,943
New +$700K 0.67% 32

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

StoneCrest Wealth Management's JPST Position: Q2 2026 in Review

StoneCrest Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q2 2026, selling an estimated $245K and leaving 39,618 shares worth $2M. The position accounts for 0.64% of the portfolio, ranked #42.

StoneCrest Wealth Management first reported a position in JPST in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.33M in Q4 2025. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • StoneCrest Wealth Management held 39,618 shares of JPMorgan Ultra-Short Income ETF worth $2M as of Q2 2026.
  • StoneCrest Wealth Management sold 4,843 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $245K.
  • JPMorgan Ultra-Short Income ETF made up 0.64% of StoneCrest Wealth Management's portfolio in Q2 2026, its #42 holding.
  • StoneCrest Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 11 quarters since.
  • StoneCrest Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $2.33M in Q4 2025.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.