Shah Wealth Advisors, LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Shah Wealth Advisors, LLC’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	$3.9M	Buy	+77,195	New	+$3.9M	0.9%	22

Other funds holding JPST

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Shah Wealth Advisors, LLC's JPST Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 77,195 shares worth $3.9M. The stake represents 0.9% of the portfolio and ranks #22 among its holdings.

863 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Shah Wealth Advisors, LLC held 77,195 shares of JPMorgan Ultra-Short Income ETF worth $3.9M as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Shah Wealth Advisors, LLC position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.9% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #22 holding.
863 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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