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Avestar Capital’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Avestar Capital’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 		$8.41M Sell
166,243
-2,110
-1% -$107K 0.47% 37
2026
Q1 		$8.52M Buy
168,353
+26,101
+18% +$1.32M 0.55% 32
2025
Q4 		$7.21M Sell
142,252
-147,790
-51% -$7.49M 0.47% 37
2025
Q3 		$14.7M Sell
290,042
-13,207
-4% -$669K 0.96% 19
2025
Q2 		$15.4M Buy
303,249
+67,308
+29% +$3.4M 1.05% 17
2025
Q1 		$11.9M Sell
235,941
-17,721
-7% -$895K 1.04% 16
2024
Q4 		$12.8M Sell
253,662
-33,036
-12% -$1.67M 1.09% 16
2024
Q3 		$14.5M Sell
286,698
-147,305
-34% -$7.44M 1.5% 13
2024
Q2 		$21.9M Sell
434,003
-52,831
-11% -$2.66M 2.25% 7
2024
Q1 		$24.6M Sell
486,834
-237,160
-33% -$11.9M 2.58% 4
2023
Q4 		$36.5M Sell
723,994
-33,180
-4% -$1.66M 4.14% 4
2023
Q3 		$38M Buy
757,174
+416,866
+122% +$20.9M 5.4% 3
2023
Q2 		$17.1M Buy
340,308
+148,449
+77% +$7.45M 2.73% 7
2023
Q1 		$9.65M Sell
191,859
-58,650
-23% -$2.95M 1.72% 12
2022
Q4 		$12.6M Buy
250,509
+137,718
+122% +$6.9M 2.28% 8
2022
Q3 		$5.66M Sell
112,791
-2,465
-2% -$124K 1.44% 16
2022
Q2 		$5.77M Sell
115,256
-12,996
-10% -$652K 1.42% 15
2022
Q1 		$6.45M Sell
128,252
-33,337
-21% -$1.68M 1.03% 19
2021
Q4 		$8.16M Buy
161,589
+7,491
+5% +$379K 1% 17
2021
Q3 		$7.82M Sell
154,098
-17,892
-10% -$907K 1% 16
2021
Q2 		$8.73M Sell
171,990
-149,665
-47% -$7.59M 1.17% 13
2021
Q1 		$16.3M Buy
321,655
+40,870
+15% +$2.08M 3.64% 5
2020
Q4 		$14.3M Buy
280,785
+77,651
+38% +$3.94M 3.96% 3
2020
Q3 		$10.3M Buy
203,134
+178,785
+734% +$9.08M 3.4% 7
2020
Q2 		$1.24M Sell
24,349
-4,620
-16% -$233K 0.55% 41
2020
Q1 		$1.44M Sell
28,969
-2,271
-7% -$114K 0.79% 28
2019
Q4 		$1.57M Sell
31,240
-979
-3% -$49.4K 0.89% 19
2019
Q3 		$1.63M Sell
32,219
-38,551
-54% -$1.95M 1.01% 21
2019
Q2 		$3.53M Buy
70,770
+5,734
+9% +$289K 2.24% 8
2019
Q1 		$3.23M Sell
65,036
-13,883
-18% -$698K 2.12% 9
2018
Q4 		$3.9M Buy
78,919
+73,799
+1,441% +$3.7M 2.67% 8
2018
Q3 		$255K Buy
5,120
+4,970
+3,313% +$249K 0.15% 89
2018
Q2 		$7K Buy
+150
New +$7.52K ﹤0.01% 512

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

Avestar Capital's JPST Position: Q2 2026 in Review

Avestar Capital reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.3% in Q2 2026, selling an estimated $107K and leaving 166,243 shares worth $8.41M. The position accounts for 0.47% of the portfolio, ranked #37.

Avestar Capital first reported a position in JPST in Q2 2018 and has held it in 33 quarters since. The position peaked at $38M in Q3 2023. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Avestar Capital held 166,243 shares of JPMorgan Ultra-Short Income ETF worth $8.41M as of Q2 2026.
  • Avestar Capital sold 2,110 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $107K.
  • JPMorgan Ultra-Short Income ETF made up 0.47% of Avestar Capital's portfolio in Q2 2026, its #37 holding.
  • Avestar Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 33 quarters since.
  • Avestar Capital's JPMorgan Ultra-Short Income ETF position peaked at $38M in Q3 2023.
  • 623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.