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

Fortis Group 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	$256K	Sell	5,059 -2,128	-30%	-$107K	0.04%	236
2026 Q1	$364K	Buy	7,187 +7,183	+179,575%	+$364K	0.06%	208
2025 Q4	$202	Hold	4	–	–	﹤0.01%	553
2025 Q3	$203	Sell	4 -7,404	-100%	-$375K	﹤0.01%	508
2025 Q2	$375K	Buy	7,408 +2,469	+50%	+$125K	0.07%	173
2025 Q1	$250K	Sell	4,939 -4,300	-47%	-$217K	0.05%	174
2024 Q4	$465K	Buy	9,239 +1,080	+13%	+$54.5K	0.09%	138
2024 Q3	$414K	Buy	8,159 +1,123	+16%	+$56.7K	0.08%	140
2024 Q2	$355K	Buy	+7,036	New	+$354K	0.07%	138

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 Group Advisors's JPST Position: Q2 2026 in Review

Fortis Group Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 30% in Q2 2026, selling an estimated $107K and leaving 5,059 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #236.

Fortis Group Advisors first reported a position in JPST in Q2 2024 and has held it in 9 quarters since. The position peaked at $465K in Q4 2024. 1,198 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Fortis Group Advisors held 5,059 shares of JPMorgan Ultra-Short Income ETF worth $256K as of Q2 2026.
Fortis Group Advisors sold 2,128 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $107K.
JPMorgan Ultra-Short Income ETF made up 0.04% of Fortis Group Advisors's portfolio in Q2 2026, its #236 holding.
Fortis Group Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 9 quarters since.
Fortis Group Advisors's JPMorgan Ultra-Short Income ETF position peaked at $465K in Q4 2024.
1,198 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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