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

Delos 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	$2.49M	Buy	49,203 +1,161	+2%	+$58.6K	1.28%	31
2026 Q1	$2.43M	Buy	48,042 +888	+2%	+$45K	1.39%	30
2025 Q4	$2.39M	Buy	47,154 +125	+0.3%	+$6.33K	1.57%	29
2025 Q3	$2.39M	Buy	47,029 +1,899	+4%	+$96.1K	1.61%	28
2025 Q2	$2.29M	Sell	45,130 -2,669	-6%	-$135K	1.78%	24
2025 Q1	$2.42M	Buy	47,799 +333	+0.7%	+$16.8K	1.92%	22
2024 Q4	$2.39M	Buy	47,466 +1,556	+3%	+$78.6K	1.9%	22
2024 Q3	$2.33M	Sell	45,910 -25	-0.1%	-$1.26K	2.03%	22
2024 Q2	$2.32M	Sell	45,935 -3,877	-8%	-$195K	2.24%	18
2024 Q1	$2.51M	Sell	49,812 -49,012	-50%	-$2.47M	2.82%	9
2023 Q4	$4.96M	Sell	98,824 -5,804	-6%	-$291K	7.2%	2
2023 Q3	$5.26M	Sell	104,628 -1,666	-2%	-$83.5K	6.37%	2
2023 Q2	$5.33M	Sell	106,294 -2,266	-2%	-$114K	6.8%	2
2023 Q1	$5.46M	Buy	108,560 +3,696	+4%	+$186K	6.91%	2
2022 Q4	$5.26M	Buy	104,864 +21,771	+26%	+$1.09M	8.11%	1
2022 Q3	$4.17M	Buy	+83,093	New	+$4.17M	4.99%	2

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

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

Delos Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.4% in Q2 2026, buying an estimated $58.6K and bringing the position to 49,203 shares worth $2.49M. The position accounts for 1.28% of the portfolio, ranked #31.

Delos Wealth Advisors first reported a position in JPST in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.46M in Q1 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Delos Wealth Advisors held 49,203 shares of JPMorgan Ultra-Short Income ETF worth $2.49M as of Q2 2026.
Delos Wealth Advisors bought 1,161 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $58.6K.
JPMorgan Ultra-Short Income ETF made up 1.28% of Delos Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Delos Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 16 quarters since.
Delos Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $5.46M in Q1 2023.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.