Westside Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Westside Investment 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	$2.42M	Sell	47,920 -20,209	-30%	-$1.02M	0.32%	78
2026 Q1	$3.45M	Sell	68,129 -4,040	-6%	-$205K	0.53%	48
2025 Q4	$3.65M	Sell	72,169 -1,886	-3%	-$95.6K	0.58%	43
2025 Q3	$3.76M	Buy	74,055 +437	+0.6%	+$22.1K	0.6%	42
2025 Q2	$3.73M	Sell	73,618 -14,832	-17%	-$749K	0.69%	34
2025 Q1	$4.48M	Sell	88,450 -38,368	-30%	-$1.94M	0.95%	26
2024 Q4	$6.39M	Sell	126,818 -5,457	-4%	-$276K	1.35%	16
2024 Q3	$6.7M	Sell	132,275 -8,035	-6%	-$406K	1.43%	15
2024 Q2	$7.08M	Sell	140,310 -2,740	-2%	-$138K	1.62%	12
2024 Q1	$7.26M	Buy	143,050 +1,366	+1%	+$68.8K	1.74%	9
2023 Q4	$7.12M	Buy	141,684 +10,654	+8%	+$535K	1.82%	9
2023 Q3	$6.58M	Buy	131,030 +27,250	+26%	+$1.37M	1.89%	9
2023 Q2	$5.2M	Buy	103,780 +38,380	+59%	+$1.93M	1.47%	14
2023 Q1	$3.29M	Buy	65,400 +26,665	+69%	+$1.34M	0.97%	24
2022 Q4	$202K	Buy	38,735 +11,785	+44%	+$591K	0.5%	52
2022 Q3	$152K	Buy	26,950 +22,950	+574%	+$1.15M	0.36%	68
2022 Q2	$200	Buy	+4,000	New	+$201K	﹤0.01%	317

Other funds holding JPST

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

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

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Westside Investment Management's JPST Position: Q2 2026 in Review

Westside Investment Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 30% in Q2 2026, selling an estimated $1.02M and leaving 47,920 shares worth $2.42M. The position accounts for 0.32% of the portfolio, ranked #78.

Westside Investment Management first reported a position in JPST in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.26M in Q1 2024. 526 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Westside Investment Management held 47,920 shares of JPMorgan Ultra-Short Income ETF worth $2.42M as of Q2 2026.
Westside Investment Management sold 20,209 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.02M.
JPMorgan Ultra-Short Income ETF made up 0.32% of Westside Investment Management's portfolio in Q2 2026, its #78 holding.
Westside Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 17 quarters since.
Westside Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $7.26M in Q1 2024.
526 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.