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

Encompass 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 Q1	$11.5M	Buy	227,860 +2,787	+1%	+$141K	4.01%	6
2025 Q4	$11.4M	Buy	225,073 +7,940	+4%	+$402K	3.87%	6
2025 Q3	$11M	Buy	217,133 +3,890	+2%	+$197K	3.75%	6
2025 Q2	$10.8M	Sell	213,243 -1,973	-0.9%	-$99.7K	3.96%	6
2025 Q1	$10.9M	Sell	215,216 -1,027	-0.5%	-$51.9K	4.44%	6
2024 Q4	$10.9M	Buy	216,243 +17,922	+9%	+$905K	4.4%	6
2024 Q3	$10.1M	Buy	198,321 +907	+0.5%	+$45.8K	2.52%	8
2024 Q2	$9.96M	Buy	197,414 +10,662	+6%	+$537K	2.64%	9
2024 Q1	$9.42M	Sell	186,752 -3,475	-2%	-$175K	2.5%	9
2023 Q4	$9.56M	Buy	190,227 +926	+0.5%	+$46.5K	2.87%	7
2023 Q3	$9.5M	Sell	189,301 -3,230	-2%	-$162K	3.16%	6
2023 Q2	$9.65M	Sell	192,531 -3,730	-2%	-$187K	3.14%	7
2023 Q1	$9.88M	Buy	196,261 +1,921	+1%	+$96.5K	3.36%	7
2022 Q4	$9.74M	Sell	194,340 -2,139	-1%	-$107K	3.55%	6
2022 Q3	$9.86M	Buy	196,479 +200	+0.1%	+$10K	3.75%	6
2022 Q2	$9.83M	Sell	196,279 -15,524	-7%	-$779K	3.48%	6
2022 Q1	$10.6M	Sell	211,803 -169	-0.1%	-$8.51K	2.69%	8
2021 Q4	$10.7M	Buy	211,972 +6,274	+3%	+$317K	2.6%	8
2021 Q3	$10.4M	Sell	205,698 -5,505	-3%	-$279K	2.72%	7
2021 Q2	$10.7M	Sell	211,203 -22,427	-10%	-$1.14M	2.64%	7
2021 Q1	$11.8M	Buy	233,630 +56,800	+32%	+$2.88M	3.02%	6
2020 Q4	$8.98M	Buy	+176,830	New	+$8.98M	5.17%	5

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Encompass Wealth Advisors's JPST Position: Q1 2026 in Review

Encompass Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.2% in Q1 2026, buying an estimated $141K and bringing the position to 227,860 shares worth $11.5M. The position accounts for 4.01% of the portfolio, ranked #6.

Encompass Wealth Advisors first reported a position in JPST in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.8M in Q1 2021. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Encompass Wealth Advisors held 227,860 shares of JPMorgan Ultra-Short Income ETF worth $11.5M as of Q1 2026.
Encompass Wealth Advisors bought 2,787 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $141K.
JPMorgan Ultra-Short Income ETF made up 4.01% of Encompass Wealth Advisors's portfolio in Q1 2026, its #6 holding.
Encompass Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 22 quarters since.
Encompass Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $11.8M in Q1 2021.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.