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

Continuum 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	$321K	Sell	6,342 -6,972	-52%	-$352K	0.11%	62
2026 Q1	$674K	Sell	13,314 -5,099	-28%	-$258K	0.28%	35
2025 Q4	$932K	Sell	18,413 -611	-3%	-$31K	0.36%	29
2025 Q3	$965K	Sell	19,024 -732	-4%	-$37.1K	0.41%	23
2025 Q2	$1M	Sell	19,756 -612	-3%	-$30.9K	0.48%	21
2025 Q1	$1.03M	Sell	20,368 -941	-4%	-$47.5K	0.53%	19
2024 Q4	$1.07M	Sell	21,309 -904	-4%	-$45.7K	0.54%	21
2024 Q3	$1.13M	Sell	22,213 -169,729	-88%	-$8.58M	0.6%	21
2024 Q2	$9.69M	Buy	+191,942	New	+$9.67M	5.1%	6

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

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

Continuum Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 52% in Q2 2026, selling an estimated $352K and leaving 6,342 shares worth $321K. The position accounts for 0.11% of the portfolio, ranked #62.

Continuum Wealth Advisors first reported a position in JPST in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.69M in Q2 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Continuum Wealth Advisors held 6,342 shares of JPMorgan Ultra-Short Income ETF worth $321K as of Q2 2026.
Continuum Wealth Advisors sold 6,972 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $352K.
JPMorgan Ultra-Short Income ETF made up 0.11% of Continuum Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Continuum Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 9 quarters since.
Continuum Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $9.69M in Q2 2024.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.