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

Fortis Capital 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	–	Sell	-39,511	Closed	-$2M	–	436
2026 Q1	$2M	Sell	39,511 -632	-2%	-$32K	0.26%	60
2025 Q4	$2.03M	Sell	40,143 -10,642	-21%	-$539K	0.3%	48
2025 Q3	$2.58M	Buy	50,785 +46,182	+1,003%	+$2.34M	0.41%	36
2025 Q2	$233K	Buy	+4,603	New	+$233K	0.04%	218
2024 Q1	–	Sell	-6,735	Closed	-$338K	–	167
2023 Q4	$338K	Buy	6,735 +31	+0.5%	+$1.56K	0.18%	80
2023 Q3	$336K	Sell	6,704 -6,613	-50%	-$331K	0.22%	68
2023 Q2	$668K	Sell	13,317 -7,204	-35%	-$362K	0.39%	44
2023 Q1	$1.03M	Sell	20,521 -47,392	-70%	-$2.38M	0.55%	31
2022 Q4	$3.4M	Buy	+67,913	New	+$3.4M	2.03%	8

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

Fortis Capital Advisors's JPST Position: Q2 2026 in Review

Fortis Capital Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 39,511 shares — an estimated $2M sold.

Fortis Capital Advisors first reported a position in JPST in Q4 2022 and held it in 9 quarters. The position peaked at $3.4M in Q4 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Fortis Capital Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Fortis Capital Advisors sold 39,511 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2M.
Fortis Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 9 quarters.
Fortis Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $3.4M in Q4 2022.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.