Advisory Alpha’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Advisory Alpha’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	$6.91M	Sell	136,583 -7,405	-5%	-$374K	0.17%	74
2026 Q1	$7.29M	Sell	143,988 -17,001	-11%	-$861K	0.2%	67
2025 Q4	$8.14M	Sell	160,989 -25,465	-14%	-$1.29M	0.22%	60
2025 Q3	$9.43M	Buy	186,454 +18,059	+11%	+$914K	0.26%	56
2025 Q2	$8.53M	Sell	168,395 -21,669	-11%	-$1.09M	0.27%	54
2025 Q1	$9.62M	Buy	190,064 +39,808	+26%	+$2.01M	0.33%	51
2024 Q4	$7.57M	Buy	150,256 +45,649	+44%	+$2.31M	0.27%	53
2024 Q3	$5.31M	Sell	104,607 -10,431	-9%	-$527K	0.19%	65
2024 Q2	$5.81M	Buy	115,038 +6,136	+6%	+$309K	0.23%	60
2024 Q1	$5.49M	Buy	108,902 +23,489	+28%	+$1.18M	0.23%	59
2023 Q4	$4.29M	Buy	85,413 +1,586	+2%	+$79.6K	0.2%	68
2023 Q3	$4.21M	Buy	83,827 +9,239	+12%	+$463K	0.22%	63
2023 Q2	$3.74M	Buy	74,588 +16,952	+29%	+$851K	0.19%	69
2023 Q1	$2.9M	Buy	57,636 +1,107	+2%	+$55.6K	0.18%	68
2022 Q4	$2.83M	Buy	56,529 +3,124	+6%	+$157K	0.2%	60
2022 Q3	$2.68M	Sell	53,405 -7,353	-12%	-$369K	0.2%	63
2022 Q2	$3.04M	Buy	60,758 +2,177	+4%	+$109K	0.23%	51
2022 Q1	$2.94M	Buy	58,581 +7,057	+14%	+$355K	0.19%	55
2021 Q4	$2.6M	Buy	51,524 +2,874	+6%	+$145K	0.15%	70
2021 Q3	$2.47M	Buy	48,650 +2,630	+6%	+$133K	0.17%	67
2021 Q2	$2.33M	Buy	46,020 +18,334	+66%	+$930K	0.19%	67
2021 Q1	$1.41M	Buy	+27,686	New	+$1.41M	0.14%	66

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha's JPST Position: Q2 2026 in Review

Advisory Alpha reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.1% in Q2 2026, selling an estimated $374K and leaving 136,583 shares worth $6.91M. The position accounts for 0.17% of the portfolio, ranked #74.

Advisory Alpha first reported a position in JPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.62M in Q1 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Advisory Alpha held 136,583 shares of JPMorgan Ultra-Short Income ETF worth $6.91M as of Q2 2026.
Advisory Alpha sold 7,405 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $374K.
JPMorgan Ultra-Short Income ETF made up 0.17% of Advisory Alpha's portfolio in Q2 2026, its #74 holding.
Advisory Alpha first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 22 quarters since.
Advisory Alpha's JPMorgan Ultra-Short Income ETF position peaked at $9.62M in Q1 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.