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Axxcess Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Axxcess Wealth Management’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 		$97.2M Sell
1,922,804
-397,238
-17% -$20.1M 1.55% 7
2026
Q1 		$117M Buy
2,320,042
+394,890
+21% +$20M 3.76% 3
2025
Q4 		$97.4M Buy
1,925,152
+761,030
+65% +$38.6M 1.69% 7
2025
Q3 		$59.1M Sell
1,164,122
-17,254
-1% -$874K 1.25% 16
2025
Q2 		$59.9M Buy
1,181,376
+50,880
+5% +$2.57M 1.4% 13
2025
Q1 		$57.2M Buy
1,130,496
+132,460
+13% +$6.69M 1.52% 11
2024
Q4 		$50.3M Buy
998,036
+354
+0% +$17.9K 1.21% 17
2024
Q3 		$50.6M Sell
997,682
-137,454
-12% -$6.95M 1.24% 15
2024
Q2 		$57.3M Sell
1,135,136
-146,666
-11% -$7.39M 1.52% 10
2024
Q1 		$64.7M Buy
1,281,802
+118,274
+10% +$5.96M 1.77% 7
2023
Q4 		$58.4M Buy
1,163,528
+552,954
+91% +$27.7M 1.7% 9
2023
Q3 		$30.6M Buy
610,574
+341,282
+127% +$17.1M 1.04% 18
2023
Q2 		$13.5M Sell
269,292
-12,061
-4% -$605K 0.98% 16
2023
Q1 		$14.2M Sell
281,353
-580,785
-67% -$29.2M 1.07% 12
2022
Q4 		$43.2M Sell
862,138
-42,884
-5% -$2.15M 3.57% 2
2022
Q3 		$45.4M Sell
905,022
-34,226
-4% -$1.72M 4.3% 2
2022
Q2 		$47M Buy
939,248
+134,180
+17% +$6.73M 4.33% 2
2022
Q1 		$40.5M Sell
805,068
-592,285
-42% -$29.8M 3.16% 3
2021
Q4 		$70.5M Buy
+1,397,353
New +$70.7M 5.15% 2

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Axxcess Wealth Management's JPST Position: Q2 2026 in Review

Axxcess Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q2 2026, selling an estimated $20.1M and leaving 1,922,804 shares worth $97.2M. The position accounts for 1.55% of the portfolio, ranked #7.

Axxcess Wealth Management first reported a position in JPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $117M in Q1 2026. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Axxcess Wealth Management held 1,922,804 shares of JPMorgan Ultra-Short Income ETF worth $97.2M as of Q2 2026.
  • Axxcess Wealth Management sold 397,238 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $20.1M.
  • JPMorgan Ultra-Short Income ETF made up 1.55% of Axxcess Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Axxcess Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $117M in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.