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

Consultiva 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	$6.07K	Hold	120	–	–	0.01%	242
2026 Q1	$6.07K	Hold	120	–	–	0.02%	220
2025 Q4	$6.07K	Hold	120	–	–	0.02%	218
2025 Q3	$6.09K	Sell	120 -14,050	-99%	-$711K	0.02%	223
2025 Q2	$718K	Buy	14,170 +3,090	+28%	+$156K	2.22%	11
2025 Q1	$561K	Buy	+11,080	New	+$560K	1.93%	11
2021 Q1	$95K	Hold	1,870	–	–	2.06%	11
2020 Q4	$95K	Buy	+1,870	New	+$95K	2.22%	12
2019 Q2	$95K	Buy	+1,870	New	+$94.2K	1.93%	14

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

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

Consultiva Wealth Management held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 120 shares worth $6.07K. The position accounts for 0.01% of the portfolio, ranked #242.

Consultiva Wealth Management first reported a position in JPST in Q2 2019 and has held it in 9 quarters since. The position peaked at $718K in Q2 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Consultiva Wealth Management held 120 shares of JPMorgan Ultra-Short Income ETF worth $6.07K as of Q2 2026.
Consultiva Wealth Management left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.01% of Consultiva Wealth Management's portfolio in Q2 2026, its #242 holding.
Consultiva Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 9 quarters since.
Consultiva Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $718K in Q2 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.