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Windsor Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Windsor Capital 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 		$4.96M Buy
98,179
+8,870
+10% +$448K 1.29% 22
2026
Q1 		$4.52M Buy
89,309
+173
+0.2% +$8.76K 1.27% 23
2025
Q4 		$4.51M Sell
89,136
-12,759
-13% -$646K 1.24% 24
2025
Q3 		$5.17M Sell
101,895
-1,299
-1% -$65.8K 1.43% 23
2025
Q2 		$5.23M Sell
103,194
-4,545
-4% -$230K 1.52% 20
2025
Q1 		$5.45M Sell
107,739
-5,541
-5% -$280K 1.67% 21
2024
Q4 		$5.71M Sell
113,280
-13,288
-10% -$671K 1.69% 20
2024
Q3 		$6.42M Buy
126,568
+7,558
+6% +$382K 1.86% 18
2024
Q2 		$6.01M Buy
119,010
+1,350
+1% +$68K 1.86% 18
2024
Q1 		$5.94M Sell
117,660
-2,532
-2% -$127K 1.84% 19
2023
Q4 		$6.04M Sell
120,192
-7,020
-6% -$352K 1.97% 16
2023
Q3 		$6.38M Buy
127,212
+2,118
+2% +$106K 2.21% 17
2023
Q2 		$6.27M Buy
125,094
+2,777
+2% +$139K 2.08% 17
2023
Q1 		$6.16M Buy
122,317
+3,622
+3% +$182K 2.12% 17
2022
Q4 		$5.95M Sell
118,695
-456
-0.4% -$22.9K 2.17% 17
2022
Q3 		$5.98M Buy
119,151
+2,963
+3% +$149K 2.23% 17
2022
Q2 		$5.82M Buy
116,188
+8,483
+8% +$426K 2.07% 19
2022
Q1 		$5.41M Sell
107,705
-11,810
-10% -$595K 1.68% 21
2021
Q4 		$6.03M Buy
119,515
+6,593
+6% +$333K 1.82% 21
2021
Q3 		$5.73M Sell
112,922
-20,192
-15% -$1.02M 1.84% 21
2021
Q2 		$6.75M Sell
133,114
-2,635
-2% -$134K 2.23% 17
2021
Q1 		$6.89M Buy
135,749
+14,725
+12% +$748K 2.39% 15
2020
Q4 		$6.15M Buy
121,024
+3,028
+3% +$154K 2.29% 16
2020
Q3 		$5.99M Buy
117,996
+13,552
+13% +$689K 2.5% 13
2020
Q2 		$5.3M Buy
104,444
+15,222
+17% +$767K 2.28% 14
2020
Q1 		$4.43M Buy
89,222
+2,907
+3% +$146K 2.24% 15
2019
Q4 		$4.35M Buy
86,315
+15,695
+22% +$792K 1.83% 19
2019
Q3 		$3.56M Buy
70,620
+12,077
+21% +$609K 1.59% 18
2019
Q2 		$2.95M Buy
58,543
+9,910
+20% +$499K 1.36% 21
2019
Q1 		$2.45M Sell
48,633
-800
-2% -$40.2K 1.15% 26
2018
Q4 		$2.48M Buy
49,433
+6,991
+16% +$351K 1.28% 22
2018
Q3 		$2.13M Buy
42,442
+15,648
+58% +$785K 0.96% 27
2018
Q2 		$1.34M Buy
26,794
+20,116
+301% +$1.01M 0.63% 41
2018
Q1 		$334K Buy
+6,678
New +$334K 0.16% 97

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

Windsor Capital Management's JPST Position: Q2 2026 in Review

Windsor Capital Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.9% in Q2 2026, buying an estimated $448K and bringing the position to 98,179 shares worth $4.96M. The position accounts for 1.29% of the portfolio, ranked #22.

Windsor Capital Management first reported a position in JPST in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.89M in Q1 2021. 205 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Windsor Capital Management held 98,179 shares of JPMorgan Ultra-Short Income ETF worth $4.96M as of Q2 2026.
  • Windsor Capital Management bought 8,870 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $448K.
  • JPMorgan Ultra-Short Income ETF made up 1.29% of Windsor Capital Management's portfolio in Q2 2026, its #22 holding.
  • Windsor Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2018 and has held it in 34 quarters since.
  • Windsor Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $6.89M in Q1 2021.
  • 205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.