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

Ergawealth 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	$2.3M	Sell	45,408 -7,108	-14%	-$359K	0.89%	14
2026 Q1	$2.66M	Buy	52,516 +8,429	+19%	+$427K	1.18%	13
2025 Q4	$2.23M	Sell	44,087 -2,221	-5%	-$113K	1.03%	14
2025 Q3	$2.35M	Sell	46,308 -33,663	-42%	-$1.7M	1.09%	18
2025 Q2	$4.05M	Sell	79,971 -8,398	-10%	-$424K	1.82%	16
2025 Q1	$4.47M	Buy	88,369 +1,672	+2%	+$84.5K	2.22%	14
2024 Q4	$4.37M	Buy	86,697 +3,694	+4%	+$187K	2.16%	14
2024 Q3	$4.21M	Sell	83,003 -6,879	-8%	-$348K	2.09%	15
2024 Q2	$4.54M	Buy	89,882 +2,138	+2%	+$108K	2.47%	13
2024 Q1	$4.43M	Sell	87,744 -6,044	-6%	-$304K	2.43%	12
2023 Q4	$4.71M	Sell	93,788 -2,237	-2%	-$112K	2.9%	11
2023 Q3	$4.82M	Buy	96,025 +19,133	+25%	+$959K	3.33%	9
2023 Q2	$3.86M	Buy	76,892 +25,604	+50%	+$1.28M	2.64%	11
2023 Q1	$2.58M	Buy	51,288 +23,759	+86%	+$1.19M	2.1%	11
2022 Q4	$1.38M	Buy	+27,529	New	+$1.38M	1.25%	13

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

Ergawealth Advisors's JPST Position: Q2 2026 in Review

Ergawealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q2 2026, selling an estimated $359K and leaving 45,408 shares worth $2.3M. The position accounts for 0.89% of the portfolio, ranked #14.

Ergawealth Advisors first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.82M in Q3 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Ergawealth Advisors held 45,408 shares of JPMorgan Ultra-Short Income ETF worth $2.3M as of Q2 2026.
Ergawealth Advisors sold 7,108 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $359K.
JPMorgan Ultra-Short Income ETF made up 0.89% of Ergawealth Advisors's portfolio in Q2 2026, its #14 holding.
Ergawealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
Ergawealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.82M in Q3 2023.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.