Avidian Wealth Enterprises’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Avidian Wealth Enterprises’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	$8.48M	Buy	167,663 +48,608	+41%	+$2.46M	0.23%	72
2026 Q1	$6.03M	Buy	119,055 +84,535	+245%	+$4.28M	0.19%	82
2025 Q4	$1.75M	Buy	34,520 +1,174	+4%	+$59.5K	0.06%	158
2025 Q3	$1.69M	Buy	33,346 +8,851	+36%	+$448K	0.06%	160
2025 Q2	$1.24M	Buy	24,495 +3,922	+19%	+$198K	0.05%	180
2025 Q1	$1.04M	Buy	20,573 +1,561	+8%	+$78.8K	0.05%	193
2024 Q4	$958K	Buy	19,012 +5,142	+37%	+$260K	0.04%	194
2024 Q3	$704K	Sell	13,870 -2,360	-15%	-$119K	0.03%	240
2024 Q2	$819K	Sell	16,230 -3,868	-19%	-$195K	0.03%	210
2024 Q1	$1.01M	Sell	20,098 -18,825	-48%	-$948K	0.05%	157
2023 Q4	$1.96M	Buy	38,923 +3,889	+11%	+$195K	0.12%	109
2023 Q3	$1.76M	Sell	35,034 -22,742	-39%	-$1.14M	0.12%	105
2023 Q2	$2.9M	Sell	57,776 -119,610	-67%	-$6M	0.19%	91
2023 Q1	$8.93M	Sell	177,386 -97,759	-36%	-$4.91M	0.49%	48
2022 Q4	$13.8M	Sell	275,145 -99,288	-27%	-$4.98M	0.9%	28
2022 Q3	$18.8M	Buy	374,433 +204,431	+120%	+$10.2M	1.36%	17
2022 Q2	$8.52M	Buy	170,002 +38,208	+29%	+$1.92M	0.6%	34
2022 Q1	$6.63M	Sell	131,794 -2,807	-2%	-$141K	0.41%	46
2021 Q4	$6.79M	Buy	134,601 +52,356	+64%	+$2.65M	0.42%	46
2021 Q3	$4.17M	Sell	82,245 -274	-0.3%	-$13.9K	0.32%	53
2021 Q2	$4.19M	Buy	82,519 +60,626	+277%	+$3.08M	0.32%	53
2021 Q1	$1.11M	Buy	+21,893	New	+$1.11M	0.09%	117

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

Avidian Wealth Enterprises's JPST Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 41% in Q2 2026, buying an estimated $2.46M and bringing the position to 167,663 shares worth $8.48M. The position accounts for 0.23% of the portfolio, ranked #72.

Avidian Wealth Enterprises first reported a position in JPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $18.8M in Q3 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Avidian Wealth Enterprises held 167,663 shares of JPMorgan Ultra-Short Income ETF worth $8.48M as of Q2 2026.
Avidian Wealth Enterprises bought 48,608 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.46M.
JPMorgan Ultra-Short Income ETF made up 0.23% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #72 holding.
Avidian Wealth Enterprises first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 22 quarters since.
Avidian Wealth Enterprises's JPMorgan Ultra-Short Income ETF position peaked at $18.8M in Q3 2022.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.