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EPG Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

EPG Wealth Management’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 		$323K Buy
6,384
+33
+0.5% +$1.67K 0.08% 157
2026
Q1 		$321K Buy
6,351
+35
+0.6% +$1.77K 0.09% 159
2025
Q4 		$320K Buy
6,316
+35
+0.6% +$1.77K 0.09% 157
2025
Q3 		$319K Buy
6,281
+36
+0.6% +$1.82K 0.09% 160
2025
Q2 		$317K Buy
6,245
+36
+0.6% +$1.82K 0.1% 156
2025
Q1 		$314K Sell
6,209
-784
-11% -$39.6K 0.09% 192
2024
Q4 		$352K Buy
6,993
+38
+0.5% +$1.92K 0.09% 183
2024
Q3 		$353K Buy
+6,955
New +$351K 0.09% 189
2024
Q2 		– Sell
-7,439
Closed -$375K – 193
2024
Q1 		$375K Sell
7,439
-187
-2% -$9.41K 0.09% 193
2023
Q4 		$384K Sell
7,626
-133
-2% -$6.67K 0.1% 181
2023
Q3 		$389K Sell
7,759
-254
-3% -$12.7K 0.12% 166
2023
Q2 		$402K Sell
8,013
-220
-3% -$11K 0.12% 163
2023
Q1 		$414K Buy
8,233
+306
+4% +$15.4K 0.13% 153
2022
Q4 		$397K Buy
7,927
+25
+0.3% +$1.25K 0.15% 126
2022
Q3 		$396K Buy
7,902
+2,000
+34% +$100K 0.16% 125
2022
Q2 		$296K Sell
5,902
-3,533
-37% -$177K 0.13% 160
2022
Q1 		$474K Buy
9,435
+2,532
+37% +$128K 0.16% 117
2021
Q4 		$348K Buy
6,903
+7
+0.1% +$354 0.12% 151
2021
Q3 		$350K Buy
6,896
+1,504
+28% +$76.3K 0.14% 142
2021
Q2 		$274K Buy
5,392
+56
+1% +$2.84K 0.12% 162
2021
Q1 		$271K Buy
+5,336
New +$271K 0.13% 148
2020
Q3 		– Sell
-7,094
Closed -$360K – 134
2020
Q2 		$360K Sell
7,094
-12,276
-63% -$618K 0.26% 93
2020
Q1 		$962K Sell
19,370
-39,962
-67% -$2.01M 0.71% 34
2019
Q4 		$2.99M Buy
+59,332
New +$3M 2.19% 9

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EPG Wealth Management's JPST Position: Q2 2026 in Review

EPG Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.52% in Q2 2026, buying an estimated $1.67K and bringing the position to 6,384 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #157.

EPG Wealth Management first reported a position in JPST in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.99M in Q4 2019. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • EPG Wealth Management held 6,384 shares of JPMorgan Ultra-Short Income ETF worth $323K as of Q2 2026.
  • EPG Wealth Management bought 33 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.67K.
  • JPMorgan Ultra-Short Income ETF made up 0.08% of EPG Wealth Management's portfolio in Q2 2026, its #157 holding.
  • EPG Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 24 quarters since.
  • EPG Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $2.99M in Q4 2019.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.