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Choice Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Choice Wealth Advisors’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 		$11.9M Buy
235,220
+288
+0.1% +$14.5K 4.17% 10
2026
Q1 		$11.9M Buy
234,932
+8,150
+4% +$413K 4.67% 9
2025
Q4 		$11.5M Buy
226,782
+3,588
+2% +$182K 4.54% 9
2025
Q3 		$11.3M Buy
223,194
+8,843
+4% +$448K 4.85% 8
2025
Q2 		$10.9M Buy
214,351
+5,273
+3% +$266K 4.91% 9
2025
Q1 		$10.6M Buy
209,078
+288
+0.1% +$14.5K 5.52% 8
2024
Q4 		$10.5M Buy
208,790
+8,836
+4% +$446K 5.37% 8
2024
Q3 		$10.1M Buy
199,954
+7,186
+4% +$363K 5.07% 8
2024
Q2 		$9.73M Buy
192,768
+9,236
+5% +$465K 5.16% 8
2024
Q1 		$9.26M Buy
183,532
+4,107
+2% +$207K 5.61% 7
2023
Q4 		$9.01M Buy
179,425
+8,176
+5% +$410K 5.58% 7
2023
Q3 		$8.59M Buy
171,249
+834
+0.5% +$41.8K 6.07% 7
2023
Q2 		$8.54M Buy
170,415
+7,410
+5% +$372K 5.81% 7
2023
Q1 		$8.2M Sell
163,005
-4,945
-3% -$249K 5.96% 7
2022
Q4 		$8.42M Buy
167,950
+13,506
+9% +$677K 6.32% 7
2022
Q3 		$7.75M Buy
+154,444
New +$7.74M 6.48% 6
2022
Q2 		– Sell
-152,094
Closed -$7.64M – 45
2022
Q1 		$7.64M Sell
152,094
-11,932
-7% -$601K 6.06% 6
2021
Q4 		$8.28M Buy
164,026
+19,424
+13% +$983K 6.09% 6
2021
Q3 		$7.33M Sell
144,602
-22,404
-13% -$1.14M 5.95% 6
2021
Q2 		$8.47M Buy
167,006
+7,333
+5% +$372K 6.09% 6
2021
Q1 		$8.1M Buy
159,673
+5,655
+4% +$287K 6.69% 6
2020
Q4 		$7.82M Buy
+154,018
New +$7.82M 7.06% 6

Other funds holding JPST

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
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Choice Wealth Advisors's JPST Position: Q2 2026 in Review

Choice Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.12% in Q2 2026, buying an estimated $14.5K and bringing the position to 235,220 shares worth $11.9M. The position accounts for 4.17% of the portfolio, ranked #10.

Choice Wealth Advisors first reported a position in JPST in Q4 2020 and has held it in 22 quarters since. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Choice Wealth Advisors held 235,220 shares of JPMorgan Ultra-Short Income ETF worth $11.9M as of Q2 2026.
  • Choice Wealth Advisors bought 288 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $14.5K.
  • JPMorgan Ultra-Short Income ETF made up 4.17% of Choice Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Choice Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 22 quarters since.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.