Heritage Wealth Architects’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Heritage Wealth Architects’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	$439K	Sell	8,694 -1,930	-18%	-$97.5K	0.17%	52
2026 Q1	$536K	Sell	10,624 -20,905	-66%	-$1.06M	0.22%	47
2025 Q4	$1.6M	Buy	31,529 +3,353	+12%	+$170K	0.75%	21
2025 Q3	$1.43M	Buy	28,176 +7,125	+34%	+$361K	0.88%	21
2025 Q2	$1.07M	Sell	21,051 -7,832	-27%	-$396K	0.79%	24
2025 Q1	$1.46M	Buy	+28,883	New	+$1.46M	1.42%	15

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

Heritage Wealth Architects's JPST Position: Q2 2026 in Review

Heritage Wealth Architects reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 18% in Q2 2026, selling an estimated $97.5K and leaving 8,694 shares worth $439K. The position accounts for 0.17% of the portfolio, ranked #52.

Heritage Wealth Architects first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.6M in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Heritage Wealth Architects held 8,694 shares of JPMorgan Ultra-Short Income ETF worth $439K as of Q2 2026.
Heritage Wealth Architects sold 1,930 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $97.5K.
JPMorgan Ultra-Short Income ETF made up 0.17% of Heritage Wealth Architects's portfolio in Q2 2026, its #52 holding.
Heritage Wealth Architects first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
Heritage Wealth Architects's JPMorgan Ultra-Short Income ETF position peaked at $1.6M in Q4 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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