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

CWC 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	–	Sell	-5,286	Closed	-$268K	–	156
2026 Q1	$268K	Sell	5,286 -82	-2%	-$4.15K	0.13%	128
2025 Q4	$272K	Sell	5,368 -4	-0.1%	-$203	0.13%	134
2025 Q3	$273K	Sell	5,372 -96	-2%	-$4.86K	0.13%	128
2025 Q2	$277K	Buy	5,468 +263	+5%	+$13.3K	0.14%	125
2025 Q1	$264K	Buy	+5,205	New	+$263K	0.15%	122

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

CWC Advisors's JPST Position: Q2 2026 in Review

CWC Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 5,286 shares — an estimated $268K sold.

CWC Advisors first reported a position in JPST in Q1 2025 and held it in 5 quarters. The position peaked at $277K in Q2 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

CWC Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
CWC Advisors sold 5,286 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $268K.
CWC Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and held it in 5 quarters.
CWC Advisors's JPMorgan Ultra-Short Income ETF position peaked at $277K in Q2 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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