Worth Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Worth Asset 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	$5.24M	Buy	103,523 +8,756	+9%	+$442K	1.67%	9
2026 Q1	$4.8M	Sell	94,767 -18,357	-16%	-$930K	1.79%	8
2025 Q4	$5.72M	Buy	+113,124	New	+$5.73M	2.43%	7
2023 Q3	–	Sell	-590	Closed	-$29.6K	–	255
2023 Q2	$29.6K	Sell	590 -215	-27%	-$10.8K	0.02%	212
2023 Q1	$40.5K	Buy	805 +215	+36%	+$10.8K	0.03%	195
2022 Q4	$29.6K	Hold	590	–	–	0.02%	229
2022 Q3	$30K	Hold	590	–	–	0.02%	192
2022 Q2	$30K	Sell	590 -700	-54%	-$35.1K	0.02%	257
2022 Q1	$65K	Buy	+1,290	New	+$65K	0.04%	176

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

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

LexAurum Advisors Overland Park, Kansas $866M AUM

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

Worth Asset Management's JPST Position: Q2 2026 in Review

Worth Asset Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.2% in Q2 2026, buying an estimated $442K and bringing the position to 103,523 shares worth $5.24M. The position accounts for 1.67% of the portfolio, ranked #9.

Worth Asset Management first reported a position in JPST in Q1 2022 and has held it in 9 quarters since. The position peaked at $5.72M in Q4 2025. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Worth Asset Management held 103,523 shares of JPMorgan Ultra-Short Income ETF worth $5.24M as of Q2 2026.
Worth Asset Management bought 8,756 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $442K.
JPMorgan Ultra-Short Income ETF made up 1.67% of Worth Asset Management's portfolio in Q2 2026, its #9 holding.
Worth Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 9 quarters since.
Worth Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $5.72M in Q4 2025.
216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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