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Summit Place Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Summit Place Financial 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 		$1.79M Buy
35,432
+5,166
+17% +$261K 0.78% 51
2026
Q1 		$1.53M Sell
30,266
-4,387
-13% -$222K 0.74% 54
2025
Q4 		$1.75M Sell
34,653
-14,947
-30% -$757K 0.85% 43
2025
Q3 		$2.52M Buy
49,600
+17,932
+57% +$908K 1.19% 32
2025
Q2 		$1.6M Buy
31,668
+13,349
+73% +$674K 0.81% 47
2025
Q1 		$927K Buy
18,319
+8,857
+94% +$447K 0.52% 60
2024
Q4 		$477K Buy
9,462
+1,002
+12% +$50.6K 0.27% 68
2024
Q3 		$429K Buy
8,460
+2
+0% +$101 0.24% 71
2024
Q2 		$427K Buy
8,458
+2,778
+49% +$140K 0.25% 70
2024
Q1 		$287K Hold
5,680
– – 0.17% 81
2023
Q4 		$285K Hold
5,680
– – 0.19% 77
2023
Q3 		$285K Hold
5,680
– – 0.2% 82
2023
Q2 		$285K Hold
5,680
– – 0.18% 82
2023
Q1 		$286K Hold
5,680
– – 0.2% 84
2022
Q4 		$285K Hold
5,680
– – 0.23% 75
2022
Q3 		$285K Hold
5,680
– – 0.26% 78
2022
Q2 		$285K Sell
5,680
-4,150
-42% -$208K 0.24% 84
2022
Q1 		$494K Sell
9,830
-10,830
-52% -$545K 0.33% 76
2021
Q4 		$1.04M Buy
20,660
+3,800
+23% +$192K 0.72% 51
2021
Q3 		$855K Buy
16,860
+4,350
+35% +$221K 0.62% 57
2021
Q2 		$635K Buy
+12,510
New +$635K 0.47% 67

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 $43.3B AUM 29.3% 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
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
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

Summit Place Financial Advisors's JPST Position: Q2 2026 in Review

Summit Place Financial Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q2 2026, buying an estimated $261K and bringing the position to 35,432 shares worth $1.79M. The position accounts for 0.78% of the portfolio, ranked #51.

Summit Place Financial Advisors first reported a position in JPST in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.52M in Q3 2025. 570 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Summit Place Financial Advisors held 35,432 shares of JPMorgan Ultra-Short Income ETF worth $1.79M as of Q2 2026.
  • Summit Place Financial Advisors bought 5,166 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $261K.
  • JPMorgan Ultra-Short Income ETF made up 0.78% of Summit Place Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • Summit Place Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and has held it in 21 quarters since.
  • Summit Place Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $2.52M in Q3 2025.
  • 570 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.