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Boyce & Associates Wealth Consulting’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Boyce & Associates Wealth Consulting’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 		$715K Sell
14,143
-2,872
-17% -$145K 0.5% 43
2026
Q1 		$861K Sell
17,015
-80,146
-82% -$4.06M 0.65% 40
2025
Q4 		$4.83M Sell
97,161
-6,555
-6% -$332K 4.05% 7
2025
Q3 		$5.26M Sell
103,716
-14,063
-12% -$712K 4.3% 8
2025
Q2 		$5.97M Sell
117,779
-6,210
-5% -$314K 5.45% 5
2025
Q1 		$6.28M Buy
123,989
+19,562
+19% +$988K 6.28% 4
2024
Q4 		$5.26M Sell
104,427
-1,529
-1% -$77.2K 5.32% 5
2024
Q3 		$5.38M Buy
105,956
+27,444
+35% +$1.39M 5.59% 5
2024
Q2 		$3.96M Buy
78,512
+8,715
+12% +$439K 4.65% 6
2024
Q1 		$3.52M Sell
69,797
-13,053
-16% -$657K 4.55% 7
2023
Q4 		$4.16M Sell
82,850
-15,013
-15% -$753K 6.05% 5
2023
Q3 		$4.91M Buy
97,863
+7,893
+9% +$395K 8.18% 4
2023
Q2 		$4.51M Buy
89,970
+16,782
+23% +$842K 7.54% 5
2023
Q1 		$3.68M Buy
73,188
+27,085
+59% +$1.36M 6.59% 5
2022
Q4 		$2.31M Buy
46,103
+4,533
+11% +$227K 4.42% 8
2022
Q3 		$2.08M Buy
+41,570
New +$2.08M 4.29% 9

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Boyce & Associates Wealth Consulting's JPST Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q2 2026, selling an estimated $145K and leaving 14,143 shares worth $715K. The position accounts for 0.5% of the portfolio, ranked #43.

Boyce & Associates Wealth Consulting first reported a position in JPST in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.28M in Q1 2025. 772 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 14,143 shares of JPMorgan Ultra-Short Income ETF worth $715K as of Q2 2026.
  • Boyce & Associates Wealth Consulting sold 2,872 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $145K.
  • JPMorgan Ultra-Short Income ETF made up 0.5% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #43 holding.
  • Boyce & Associates Wealth Consulting first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Boyce & Associates Wealth Consulting's JPMorgan Ultra-Short Income ETF position peaked at $6.28M in Q1 2025.
  • 772 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.