AGH Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

AGH Wealth Advisors’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 Q1	$607K	Hold	12,000	–	–	0.45%	46
2025 Q4	$607K	Hold	12,000	–	–	0.46%	42
2025 Q3	$609K	Hold	12,000	–	–	0.45%	43
2025 Q2	$608K	Hold	12,000	–	–	0.5%	37
2025 Q1	$608K	Hold	12,000	–	–	0.59%	35
2024 Q4	$604K	Buy	+12,000	New	+$606K	0.56%	35

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AGH Wealth Advisors's JPST Position: Q1 2026 in Review

AGH Wealth Advisors held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q1 2026 at 12,000 shares worth $607K. The position accounts for 0.45% of the portfolio, ranked #46.

AGH Wealth Advisors first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $609K in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

AGH Wealth Advisors held 12,000 shares of JPMorgan Ultra-Short Income ETF worth $607K as of Q1 2026.
AGH Wealth Advisors left its JPMorgan Ultra-Short Income ETF share count unchanged in Q1 2026.
JPMorgan Ultra-Short Income ETF made up 0.45% of AGH Wealth Advisors's portfolio in Q1 2026, its #46 holding.
AGH Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
AGH Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $609K in Q3 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.