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 Q2	$11.6M	Buy	228,437 +577	+0.3%	+$29.1K	3.52%	6
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 $1.81T 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

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

Encompass Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.25% in Q2 2026, buying an estimated $29.1K and bringing the position to 228,437 shares worth $11.6M. The position accounts for 3.52% of the portfolio, ranked #6.

Encompass Wealth Advisors first reported a position in JPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.8M in Q1 2021. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Encompass Wealth Advisors held 228,437 shares of JPMorgan Ultra-Short Income ETF worth $11.6M as of Q2 2026.
Encompass Wealth Advisors bought 577 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $29.1K.
JPMorgan Ultra-Short Income ETF made up 3.52% of Encompass Wealth Advisors's portfolio in Q2 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 23 quarters since.
Encompass Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $11.8M in Q1 2021.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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