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Summit Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Summit Wealth Partners’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 		$16.4M Sell
324,561
-17,168
-5% -$867K 2.34% 9
2026
Q1 		$17.3M Sell
341,729
-1,656
-0.5% -$83.9K 2.74% 7
2025
Q4 		$17.4M Buy
343,385
+17,607
+5% +$892K 3.21% 7
2025
Q3 		$16.5M Sell
325,778
-3,171
-1% -$161K 2.98% 8
2025
Q2 		$16.7M Sell
328,949
-5,190
-2% -$262K 3.18% 8
2025
Q1 		$16.9M Sell
334,139
-11,321
-3% -$572K 3.43% 7
2024
Q4 		$17.4M Sell
345,460
-15,069
-4% -$761K 3.57% 7
2024
Q3 		$18.3M Buy
360,529
+7,703
+2% +$389K 3.52% 7
2024
Q2 		$17.8M Buy
352,826
+3,140
+0.9% +$158K 3.7% 7
2024
Q1 		$17.6M Buy
349,686
+11,657
+3% +$587K 3.76% 6
2023
Q4 		$17M Sell
338,029
-18,465
-5% -$927K 3.94% 6
2023
Q3 		$17.9M Sell
356,494
-1,841
-0.5% -$92.2K 4.57% 5
2023
Q2 		$18M Sell
358,335
-16,110
-4% -$809K 4.5% 5
2023
Q1 		$18.8M Sell
374,445
-6,725
-2% -$338K 4.84% 4
2022
Q4 		$19.1M Buy
381,170
+7,842
+2% +$393K 5.07% 4
2022
Q3 		$18.7M Sell
373,328
-20,413
-5% -$1.02M 5.28% 3
2022
Q2 		$19.7M Buy
393,741
+13,458
+4% +$675K 5.28% 4
2022
Q1 		$19.1M Buy
380,283
+14,789
+4% +$745K 4.33% 6
2021
Q4 		$18.5M Buy
365,494
+28,058
+8% +$1.42M 3.96% 6
2021
Q3 		$17.1M Buy
337,436
+8,587
+3% +$436K 4.04% 6
2021
Q2 		$16.7M Buy
328,849
+12,253
+4% +$622K 3.99% 6
2021
Q1 		$16.1M Buy
316,596
+14,506
+5% +$737K 4.12% 6
2020
Q4 		$15.3M Buy
302,090
+24,362
+9% +$1.24M 4.17% 6
2020
Q3 		$14.1M Buy
277,728
+3,613
+1% +$184K 4.24% 6
2020
Q2 		$13.9M Buy
274,115
+4,838
+2% +$244K 4.49% 4
2020
Q1 		$13.4M Buy
269,277
+2,987
+1% +$150K 5.44% 4
2019
Q4 		$13.4M Buy
+266,290
New +$13.4M 4.64% 4

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Summit Wealth Partners's JPST Position: Q2 2026 in Review

Summit Wealth Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5% in Q2 2026, selling an estimated $867K and leaving 324,561 shares worth $16.4M. The position accounts for 2.34% of the portfolio, ranked #9.

Summit Wealth Partners first reported a position in JPST in Q4 2019 and has held it in 27 quarters since. The position peaked at $19.7M in Q2 2022. 695 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Summit Wealth Partners held 324,561 shares of JPMorgan Ultra-Short Income ETF worth $16.4M as of Q2 2026.
  • Summit Wealth Partners sold 17,168 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $867K.
  • JPMorgan Ultra-Short Income ETF made up 2.34% of Summit Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • Summit Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $19.7M in Q2 2022.
  • 695 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.