Core Wealth Advisors (Florida)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Core Wealth Advisors (Florida)’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	$823K	Hold	16,268	–	–	0.17%	53
2026 Q1	$823K	Sell	16,268 -6	-0%	-$304	0.2%	46
2025 Q4	$823K	Buy	16,274 +135	+0.8%	+$6.84K	0.21%	43
2025 Q3	$819K	Hold	16,139	–	–	0.21%	41
2025 Q2	$818K	Hold	16,139	–	–	0.24%	40
2025 Q1	$817K	Buy	16,139 +432	+3%	+$21.8K	0.26%	38
2024 Q4	$791K	Buy	15,707 +1,979	+14%	+$99.9K	0.26%	36
2024 Q3	$697K	Hold	13,728	–	–	0.22%	37
2024 Q2	$693K	Buy	13,728 +176	+1%	+$8.86K	0.24%	36
2024 Q1	$684K	Hold	13,552	–	–	0.23%	30
2023 Q4	$681K	Hold	13,552	–	–	0.25%	28
2023 Q3	$680K	Buy	13,552 +1,152	+9%	+$57.7K	0.28%	29
2023 Q2	$622K	Buy	12,400 +31	+0.3%	+$1.56K	0.25%	29
2023 Q1	$622K	Buy	12,369 +7,767	+169%	+$390K	0.25%	30
2022 Q4	$231K	Buy	+4,602	New	+$231K	0.1%	38

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

Core Wealth Advisors (Florida)'s JPST Position: Q2 2026 in Review

Core Wealth Advisors (Florida) held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 16,268 shares worth $823K. The position accounts for 0.17% of the portfolio, ranked #53.

Core Wealth Advisors (Florida) first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $823K in Q1 2026. 1,188 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Core Wealth Advisors (Florida) held 16,268 shares of JPMorgan Ultra-Short Income ETF worth $823K as of Q2 2026.
Core Wealth Advisors (Florida) left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.17% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #53 holding.
Core Wealth Advisors (Florida) first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
Core Wealth Advisors (Florida)'s JPMorgan Ultra-Short Income ETF position peaked at $823K in Q1 2026.
1,188 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.