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

Flagship 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	$45.4K	Sell	897 -42	-4%	-$2.12K	0.01%	281
2026 Q1	$47.6K	Buy	939 +42	+5%	+$2.13K	0.02%	197
2025 Q4	$45.4K	Sell	897 -42	-4%	-$2.13K	0.01%	226
2025 Q3	$47.6K	Hold	939	–	–	0.02%	223
2025 Q2	$47.6K	Hold	939	–	–	0.02%	214
2025 Q1	$47.5K	Hold	939	–	–	0.02%	206
2024 Q4	$47.3K	Buy	+939	New	+$47.4K	0.03%	198

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

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

Flagship Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.5% in Q2 2026, selling an estimated $2.12K and leaving 897 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #281.

Flagship Wealth Advisors first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.6K in Q3 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Flagship Wealth Advisors held 897 shares of JPMorgan Ultra-Short Income ETF worth $45.4K as of Q2 2026.
Flagship Wealth Advisors sold 42 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.12K.
JPMorgan Ultra-Short Income ETF made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #281 holding.
Flagship Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $47.6K in Q3 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.