Alliance Wealth Advisors (Utah)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Alliance Wealth Advisors (Utah)’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	$564K	Sell	11,145 -1,903	-15%	-$96.4K	0.12%	118
2025 Q4	$660K	Buy	13,048 +3,182	+32%	+$161K	0.14%	140
2025 Q3	$500K	Buy	+9,866	New	+$499K	0.12%	178
2025 Q2	–	Sell	-300,569	Closed	-$15.2M	–	281
2025 Q1	$15.2M	Buy	300,569 +25,144	+9%	+$1.27M	3.97%	1
2024 Q4	$13.9M	Buy	275,425 +393	+0.1%	+$19.8K	3.58%	1
2024 Q3	$14M	Buy	275,032 +14,583	+6%	+$737K	3.67%	1
2024 Q2	$13.1M	Buy	260,449 +6,902	+3%	+$348K	3.86%	2
2024 Q1	$12.8M	Buy	253,547 +31,354	+14%	+$1.58M	3.82%	3
2023 Q4	$11.2M	Sell	222,193 -1,066	-0.5%	-$53.5K	3.75%	2
2023 Q3	$11.2M	Buy	223,259 +19,548	+10%	+$979K	4.15%	2
2023 Q2	$10.2M	Buy	203,711 +26,546	+15%	+$1.33M	3.79%	3
2023 Q1	$8.91M	Buy	177,165 +28,445	+19%	+$1.43M	3.59%	3
2022 Q4	$7.46M	Buy	+148,720	New	+$7.45M	3.35%	2

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

Alliance Wealth Advisors (Utah)'s JPST Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q1 2026, selling an estimated $96.4K and leaving 11,145 shares worth $564K. The position accounts for 0.12% of the portfolio, ranked #118.

Alliance Wealth Advisors (Utah) first reported a position in JPST in Q4 2022 and has held it in 13 quarters since. The position peaked at $15.2M in Q1 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Alliance Wealth Advisors (Utah) held 11,145 shares of JPMorgan Ultra-Short Income ETF worth $564K as of Q1 2026.
Alliance Wealth Advisors (Utah) sold 1,903 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $96.4K.
JPMorgan Ultra-Short Income ETF made up 0.12% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #118 holding.
Alliance Wealth Advisors (Utah) first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 13 quarters since.
Alliance Wealth Advisors (Utah)'s JPMorgan Ultra-Short Income ETF position peaked at $15.2M in Q1 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.