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

EverSource 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	$1.8M	Buy	35,633 +721	+2%	+$36.4K	0.06%	240
2026 Q1	$1.77M	Buy	34,912 +26,327	+307%	+$1.33M	0.05%	241
2025 Q4	$434K	Buy	8,585 +221	+3%	+$11.2K	0.02%	587
2025 Q3	$424K	Buy	8,364 +7,370	+741%	+$373K	0.02%	560
2025 Q2	$50.4K	Buy	994 +496	+100%	+$25.1K	﹤0.01%	1608
2025 Q1	$25.2K	Sell	498 -1,332	-73%	-$67.3K	﹤0.01%	1568
2024 Q4	$92.2K	Buy	1,830 +1,264	+223%	+$63.8K	0.01%	934
2024 Q3	$28.7K	Buy	566 +1	+0.2%	+$51	﹤0.01%	1300
2024 Q2	$28.6K	Sell	565 -169	-23%	-$8.51K	﹤0.01%	1342
2024 Q1	$37K	Buy	734 +542	+282%	+$27.3K	﹤0.01%	1098
2023 Q4	$9.64K	Hold	192	–	–	﹤0.01%	1569
2023 Q3	$9.63K	Hold	192	–	–	﹤0.01%	1434
2023 Q2	$9.63K	Buy	192 +123	+178%	+$6.17K	﹤0.01%	1461
2023 Q1	$3.47K	Sell	69 -7,698	-99%	-$387K	﹤0.01%	1760
2022 Q4	$389K	Buy	7,767 +7,700	+11,493%	+$386K	0.06%	235
2022 Q3	$3K	Hold	67	–	–	﹤0.01%	1546
2022 Q2	$3K	Hold	67	–	–	﹤0.01%	1402
2022 Q1	$3K	Hold	67	–	–	﹤0.01%	1421
2021 Q4	$3K	Buy	+67	New	+$3.39K	﹤0.01%	1432

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

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

EverSource Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.1% in Q2 2026, buying an estimated $36.4K and bringing the position to 35,633 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #240.

EverSource Wealth Advisors first reported a position in JPST in Q4 2021 and has held it in 19 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

EverSource Wealth Advisors held 35,633 shares of JPMorgan Ultra-Short Income ETF worth $1.8M as of Q2 2026.
EverSource Wealth Advisors bought 721 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $36.4K.
JPMorgan Ultra-Short Income ETF made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #240 holding.
EverSource Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 19 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.