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

White Wing 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 		$19.6M Sell
388,423
-13,385
-3% -$676K 10.25% 3
2026
Q1 		$20.3M Buy
401,808
+726
+0.2% +$36.8K 12.21% 2
2025
Q4 		$20.3M Sell
401,082
-3,178
-0.8% -$161K 12.11% 2
2025
Q3 		$20.4M Buy
404,260
+5,864
+1% +$297K 12.69% 2
2025
Q2 		$20.2M Buy
398,396
+12,283
+3% +$620K 13.68% 2
2025
Q1 		$19.5M Buy
386,113
+59,790
+18% +$3.02M 15.19% 2
2024
Q4 		$16.4M Buy
326,323
+17,607
+6% +$889K 12.22% 2
2024
Q3 		$15.7M Buy
308,716
+1,468
+0.5% +$74.2K 12.07% 2
2024
Q2 		$15.5M Sell
307,248
-12,063
-4% -$607K 12.41% 2
2024
Q1 		$16M Sell
319,311
-14,758
-4% -$743K 13.31% 2
2023
Q4 		$16.8M Buy
+334,069
New +$16.8M 15.44% 2

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

White Wing Wealth Management's JPST Position: Q2 2026 in Review

White Wing Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.3% in Q2 2026, selling an estimated $676K and leaving 388,423 shares worth $19.6M. The position accounts for 10.25% of the portfolio, ranked #3.

White Wing Wealth Management first reported a position in JPST in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.4M in Q3 2025. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • White Wing Wealth Management held 388,423 shares of JPMorgan Ultra-Short Income ETF worth $19.6M as of Q2 2026.
  • White Wing Wealth Management sold 13,385 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $676K.
  • JPMorgan Ultra-Short Income ETF made up 10.25% of White Wing Wealth Management's portfolio in Q2 2026, its #3 holding.
  • White Wing Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 11 quarters since.
  • White Wing Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $20.4M in Q3 2025.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.