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

Etesian 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	$213K	Sell	4,204 -131	-3%	-$6.62K	0.06%	133
2026 Q1	$219K	Buy	4,335 +19	+0.4%	+$962	0.07%	130
2025 Q4	$218K	Buy	4,316 +20	+0.5%	+$1.01K	0.07%	127
2025 Q3	$218K	Sell	4,296 -815	-16%	-$41.3K	0.07%	130
2025 Q2	$259K	Buy	5,111 +28	+0.6%	+$1.41K	0.1%	126
2025 Q1	$257K	Sell	5,083 -557	-10%	-$28.1K	0.11%	124
2024 Q4	$284K	Sell	5,640 -353	-6%	-$17.8K	0.13%	126
2024 Q3	$304K	Sell	5,993 -394	-6%	-$19.9K	0.14%	124
2024 Q2	$322K	Buy	6,387 +213	+3%	+$10.7K	0.18%	101
2024 Q1	$311K	Buy	6,174 +562	+10%	+$28.3K	0.18%	98
2023 Q4	$282K	Sell	5,612 -448	-7%	-$22.5K	0.17%	99
2023 Q3	$304K	Sell	6,060 -80	-1%	-$4.01K	0.2%	95
2023 Q2	$308K	Sell	6,140 -15,800	-72%	-$793K	0.2%	94
2023 Q1	$1.1M	Sell	21,940 -680	-3%	-$34.2K	0.73%	45
2022 Q4	$1.13M	Buy	+22,620	New	+$1.13M	0.83%	46

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

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

Etesian Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3% in Q2 2026, selling an estimated $6.62K and leaving 4,204 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #133.

Etesian Wealth Advisors first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.13M in Q4 2022. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Etesian Wealth Advisors held 4,204 shares of JPMorgan Ultra-Short Income ETF worth $213K as of Q2 2026.
Etesian Wealth Advisors sold 131 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $6.62K.
JPMorgan Ultra-Short Income ETF made up 0.06% of Etesian Wealth Advisors's portfolio in Q2 2026, its #133 holding.
Etesian Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
Etesian Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.13M in Q4 2022.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.