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

Arkadios 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 Q2	$4.13M	Buy	81,673 +19,306	+31%	+$975K	0.06%	309
2026 Q1	$3.16M	Buy	62,367 +15,093	+32%	+$764K	0.05%	372
2025 Q4	$2.39M	Buy	47,274 +11,210	+31%	+$568K	0.05%	401
2025 Q3	$1.83M	Sell	36,064 -3,835	-10%	-$194K	0.04%	420
2025 Q2	$2.02M	Sell	39,899 -5,293	-12%	-$267K	0.06%	346
2025 Q1	$2.29M	Buy	45,192 +10,708	+31%	+$541K	0.09%	258
2024 Q4	$1.74M	Sell	34,484 -4,707	-12%	-$238K	0.09%	204
2024 Q3	$1.99M	Buy	39,191 +111	+0.3%	+$5.61K	0.11%	185
2024 Q2	$1.97M	Buy	39,080 +32,032	+454%	+$1.61M	0.13%	166
2024 Q1	$356K	Sell	7,048 -1,122	-14%	-$56.5K	0.03%	483
2023 Q4	$410K	Sell	8,170 -8,263	-50%	-$415K	0.03%	427
2023 Q3	$825K	Buy	+16,433	New	+$823K	0.08%	242
2021 Q4	–	Sell	-6,629	Closed	-$336K	–	1211
2021 Q3	$336K	Buy	6,629 +6,579	+13,158%	+$334K	0.05%	378
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	1853
2021 Q1	$2K	Sell	50 -2,535	-98%	-$129K	﹤0.01%	1526
2020 Q4	$131K	Buy	2,585 +55	+2%	+$2.79K	0.03%	389
2020 Q3	$128K	Buy	2,530 +7	+0.3%	+$356	0.06%	252
2020 Q2	$128K	Sell	2,523 -2,469	-49%	-$124K	0.07%	219
2020 Q1	$248K	Sell	4,992 -4,712	-49%	-$237K	0.16%	133
2019 Q4	$490K	Buy	+9,704	New	+$490K	0.29%	82

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

Arkadios Wealth Advisors's JPST Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 31% in Q2 2026, buying an estimated $975K and bringing the position to 81,673 shares worth $4.13M. The position accounts for 0.06% of the portfolio, ranked #309.

Arkadios Wealth Advisors first reported a position in JPST in Q4 2019 and has held it in 20 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Arkadios Wealth Advisors held 81,673 shares of JPMorgan Ultra-Short Income ETF worth $4.13M as of Q2 2026.
Arkadios Wealth Advisors bought 19,306 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $975K.
JPMorgan Ultra-Short Income ETF made up 0.06% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #309 holding.
Arkadios Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 20 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.