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

FSM 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	$10.4M	Buy	206,622 +2,295	+1%	+$116K	1.11%	21
2026 Q1	$10.3M	Buy	204,327 +19,330	+10%	+$979K	1.33%	20
2025 Q4	$9.36M	Buy	184,997 +19,116	+12%	+$969K	1.28%	20
2025 Q3	$8.42M	Buy	165,881 +7,691	+5%	+$389K	1.19%	20
2025 Q2	$7.99M	Buy	158,190 +976	+0.6%	+$49.3K	1.3%	19
2025 Q1	$7.96M	Sell	157,214 -23,567	-13%	-$1.19M	1.79%	18
2024 Q4	$9.13M	Buy	180,781 +11,959	+7%	+$604K	2.23%	14
2024 Q3	$8.57M	Buy	168,822 +22,226	+15%	+$1.12M	2.27%	13
2024 Q2	$7.4M	Buy	146,596 +21,543	+17%	+$1.08M	2.48%	14
2024 Q1	$6.31M	Buy	125,053 +7,333	+6%	+$369K	2.24%	14
2023 Q4	$5.91M	Sell	117,720 -3,303	-3%	-$166K	2.51%	12
2023 Q3	$6.07M	Sell	121,023 -7,185	-6%	-$360K	3.06%	9
2023 Q2	$6.41M	Buy	128,208 +6,221	+5%	+$312K	3.22%	8
2023 Q1	$6.14M	Buy	121,987 +10,058	+9%	+$505K	3.56%	5
2022 Q4	$5.61M	Buy	111,929 +10,011	+10%	+$502K	3.99%	2
2022 Q3	$5.11M	Buy	101,918 +61,576	+153%	+$3.09M	4.25%	2
2022 Q2	$2.02M	Buy	+40,342	New	+$2.02M	2%	12

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

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

FSM Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.1% in Q2 2026, buying an estimated $116K and bringing the position to 206,622 shares worth $10.4M. The position accounts for 1.11% of the portfolio, ranked #21.

FSM Wealth Advisors first reported a position in JPST in Q2 2022 and has held it in 17 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

FSM Wealth Advisors held 206,622 shares of JPMorgan Ultra-Short Income ETF worth $10.4M as of Q2 2026.
FSM Wealth Advisors bought 2,295 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $116K.
JPMorgan Ultra-Short Income ETF made up 1.11% of FSM Wealth Advisors's portfolio in Q2 2026, its #21 holding.
FSM Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 17 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.