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

Avantax Advisory 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
2025 Q2	$61M	Buy	1,203,845 +310,070	+35%	+$15.7M	0.34%	41
2025 Q1	$45.3M	Buy	893,775 +194,443	+28%	+$9.82M	0.27%	52
2024 Q4	$35.2M	Sell	699,332 -8,906	-1%	-$450K	0.22%	67
2024 Q3	$35.9M	Sell	708,238 -301,288	-30%	-$15.2M	0.24%	63
2024 Q2	$51M	Buy	1,009,526 +120,907	+14%	+$6.09M	0.36%	37
2024 Q1	$44.8M	Sell	888,619 -1,611	-0.2%	-$81.1K	0.4%	32
2023 Q4	$44.7M	Sell	890,230 -103,649	-10%	-$5.2M	0.44%	27
2023 Q3	$49.9M	Sell	993,879 -8,246,242	-89%	-$413M	0.56%	21
2023 Q2	$463M	Buy	9,240,121 +145,993	+2%	+$7.33M	5.3%	3
2023 Q1	$458M	Buy	9,094,128 +449,248	+5%	+$22.6M	5.61%	3
2022 Q4	$433M	Buy	8,644,880 +245,293	+3%	+$12.3M	5.78%	3
2022 Q3	$421M	Sell	8,399,587 -263,417	-3%	-$13.2M	6.47%	2
2022 Q2	$434M	Buy	8,663,004 +393,125	+5%	+$19.7M	6.54%	2
2022 Q1	$416M	Buy	8,269,879 +8,203,831	+12,421%	+$413M	5.71%	2
2021 Q4	$3.33M	Sell	66,048 -1,551	-2%	-$78.5K	0.05%	269
2021 Q3	$3.43M	Buy	67,599 +1,461	+2%	+$74.1K	0.06%	248
2021 Q2	$3.35M	Buy	66,138 +7,061	+12%	+$358K	0.06%	235
2021 Q1	$3M	Buy	59,077 +3,355	+6%	+$170K	0.06%	226
2020 Q4	$2.83M	Sell	55,722 -104,231	-65%	-$5.29M	0.07%	204
2020 Q3	$8.12M	Buy	159,953 +110,818	+226%	+$5.63M	0.13%	131
2020 Q2	$2.49M	Buy	49,135 +4,540	+10%	+$229K	0.07%	187
2020 Q1	$2.21M	Buy	44,595 +16,937	+61%	+$852K	0.07%	177
2019 Q4	$1.4M	Sell	27,658 -16,364	-37%	-$826K	0.03%	275
2019 Q3	$2.22M	Sell	44,022 -8,776	-17%	-$443K	0.09%	121
2019 Q2	$2.66M	Buy	52,798 +1,861	+4%	+$93.8K	0.12%	91
2019 Q1	$2.56M	Buy	50,937 +40,836	+404%	+$2.05M	0.14%	83
2018 Q4	$508K	Buy	+10,101	New	+$507K	0.09%	223

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

Avantax Advisory Services's JPST Position: Q2 2025 in Review

Avantax Advisory Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 35% in Q2 2025, buying an estimated $15.7M and bringing the position to 1,203,845 shares worth $61M. The position accounts for 0.34% of the portfolio, ranked #41.

Avantax Advisory Services first reported a position in JPST in Q4 2018 and has held it in 27 quarters since. The position peaked at $463M in Q2 2023. 1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Avantax Advisory Services held 1,203,845 shares of JPMorgan Ultra-Short Income ETF worth $61M as of Q2 2025.
Avantax Advisory Services bought 310,070 JPMorgan Ultra-Short Income ETF shares in Q2 2025, an estimated $15.7M.
JPMorgan Ultra-Short Income ETF made up 0.34% of Avantax Advisory Services's portfolio in Q2 2025, its #41 holding.
Avantax Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $463M in Q2 2023.
1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.