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Advocacy Wealth Management Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Advocacy Wealth Management Services’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 		$5.09M Sell
100,560
-7,149
-7% -$361K 0.18% 65
2026
Q1 		$5.45M Buy
107,709
+5,955
+6% +$302K 0.24% 59
2025
Q4 		$5.15M Sell
101,754
-3,972
-4% -$201K 0.22% 64
2025
Q3 		$5.36M Sell
105,726
-12,886
-11% -$652K 0.23% 66
2025
Q2 		$6.01M Buy
118,612
+16,714
+16% +$844K 0.37% 37
2025
Q1 		$5.16M Buy
101,898
+10,956
+12% +$553K 0.35% 36
2024
Q4 		$4.58M Sell
90,942
-7,728
-8% -$390K 0.35% 33
2024
Q3 		$5.01M Sell
98,670
-19,641
-17% -$992K 0.39% 27
2024
Q2 		$5.97M Sell
118,311
-14,558
-11% -$733K 0.49% 25
2024
Q1 		$6.7M Sell
132,869
-19,482
-13% -$981K 0.58% 26
2023
Q4 		$7.65M Buy
152,351
+21,029
+16% +$1.06M 0.73% 31
2023
Q3 		$6.59M Buy
131,322
+31,339
+31% +$1.57M 0.73% 19
2023
Q2 		$5.01M Buy
99,983
+15,026
+18% +$754K 0.57% 17
2023
Q1 		$4.28M Buy
84,957
+16,068
+23% +$807K 0.52% 17
2022
Q4 		$3.45M Buy
68,889
+8,968
+15% +$450K 0.46% 20
2022
Q3 		$3M Buy
59,921
+3,622
+6% +$182K 0.44% 19
2022
Q2 		$2.82M Sell
56,299
-1,104
-2% -$55.4K 0.45% 18
2022
Q1 		$2.88M Sell
57,403
-17,204
-23% -$867K 0.5% 19
2021
Q4 		$3.77M Sell
74,607
-3,881
-5% -$196K 0.63% 17
2021
Q3 		$3.98M Sell
78,488
-8,300
-10% -$421K 0.72% 17
2021
Q2 		$4.4M Sell
86,788
-33,410
-28% -$1.7M 0.82% 14
2021
Q1 		$6.1M Sell
120,198
-14,549
-11% -$739K 1.22% 14
2020
Q4 		$6.84M Sell
134,747
-6,366
-5% -$323K 1.02% 15
2020
Q3 		$7.16M Buy
141,113
+62,087
+79% +$3.15M 1.15% 13
2020
Q2 		$4.01M Buy
79,026
+39,979
+102% +$2.01M 0.81% 18
2020
Q1 		$1.94M Sell
39,047
-40,981
-51% -$2.06M 0.43% 20
2019
Q4 		$4.04M Sell
80,028
-94,944
-54% -$4.79M 1.15% 15
2019
Q3 		$8.82M Buy
174,972
+44,205
+34% +$2.23M 5.88% 4
2019
Q2 		$6.59M Buy
130,767
+79,334
+154% +$4M 4.77% 6
2019
Q1 		$2.59M Buy
+51,433
New +$2.58M 2.82% 5

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Advocacy Wealth Management Services's JPST Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.6% in Q2 2026, selling an estimated $361K and leaving 100,560 shares worth $5.09M. The position accounts for 0.18% of the portfolio, ranked #65.

Advocacy Wealth Management Services first reported a position in JPST in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.82M in Q3 2019. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Advocacy Wealth Management Services held 100,560 shares of JPMorgan Ultra-Short Income ETF worth $5.09M as of Q2 2026.
  • Advocacy Wealth Management Services sold 7,149 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $361K.
  • JPMorgan Ultra-Short Income ETF made up 0.18% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #65 holding.
  • Advocacy Wealth Management Services first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 30 quarters since.
  • Advocacy Wealth Management Services's JPMorgan Ultra-Short Income ETF position peaked at $8.82M in Q3 2019.
  • 623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.