Vawter Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Vawter Financial’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	$4.31M	Sell	85,244 -5,864	-6%	-$296K	1.62%	17
2026 Q1	$4.61M	Buy	91,108 +9,255	+11%	+$469K	1.94%	17
2025 Q4	$4.14M	Sell	81,853 -6,658	-8%	-$337K	1.75%	17
2025 Q3	$4.49M	Buy	+88,511	New	+$4.48M	2.04%	17
2025 Q2	–	Sell	-74,550	Closed	-$3.77M	–	68
2025 Q1	$3.77M	Buy	74,550 +19,155	+35%	+$968K	2.12%	16
2024 Q4	$2.79M	Buy	55,395 +7,880	+17%	+$398K	1.68%	17
2024 Q3	$2.41M	Buy	47,515 +1,432	+3%	+$72.4K	1.47%	18
2024 Q2	$2.33M	Sell	46,083 -2,591	-5%	-$130K	1.6%	17
2024 Q1	$2.46M	Sell	48,674 -1,313	-3%	-$66.1K	1.78%	17
2023 Q4	$2.51M	Buy	49,987 +19,408	+63%	+$974K	1.96%	15
2023 Q3	$1.53M	Sell	30,579 -28,032	-48%	-$1.4M	1.74%	17
2023 Q2	$2.94M	Sell	58,611 -8,389	-13%	-$421K	2.54%	13
2023 Q1	$3.37M	Buy	67,000 +8,197	+14%	+$412K	3.42%	11
2022 Q4	$2.95M	Buy	+58,803	New	+$2.95M	3.43%	11

Other funds holding JPST

HWM

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

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

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Vawter Financial's JPST Position: Q2 2026 in Review

Vawter Financial reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.4% in Q2 2026, selling an estimated $296K and leaving 85,244 shares worth $4.31M. The position accounts for 1.62% of the portfolio, ranked #17.

Vawter Financial first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.61M in Q1 2026. 596 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Vawter Financial held 85,244 shares of JPMorgan Ultra-Short Income ETF worth $4.31M as of Q2 2026.
Vawter Financial sold 5,864 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $296K.
JPMorgan Ultra-Short Income ETF made up 1.62% of Vawter Financial's portfolio in Q2 2026, its #17 holding.
Vawter Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
Vawter Financial's JPMorgan Ultra-Short Income ETF position peaked at $4.61M in Q1 2026.
596 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.