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Independent Advisor Alliance’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Independent Advisor Alliance’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 		$843K Sell
16,664
-588,077
-97% -$29.7M 0.02% 516
2026
Q1 		$30.6M Buy
604,741
+599,790
+12,115% +$30.4M 0.33% 63
2025
Q4 		$250K Buy
+4,951
New +$251K 0.01% 858
2025
Q1 		– Sell
-272,774
Closed -$13.7M – 1131
2024
Q4 		$13.7M Buy
+272,774
New +$13.8M 0.18% 118

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Advisor Alliance's JPST Position: Q2 2026 in Review

Independent Advisor Alliance reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 97% in Q2 2026, selling an estimated $29.7M and leaving 16,664 shares worth $843K. The position accounts for 0.02% of the portfolio, ranked #516.

Independent Advisor Alliance first reported a position in JPST in Q4 2024 and has held it in 4 quarters since. The position peaked at $30.6M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Independent Advisor Alliance held 16,664 shares of JPMorgan Ultra-Short Income ETF worth $843K as of Q2 2026.
  • Independent Advisor Alliance sold 588,077 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $29.7M.
  • JPMorgan Ultra-Short Income ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #516 holding.
  • Independent Advisor Alliance first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 4 quarters since.
  • Independent Advisor Alliance's JPMorgan Ultra-Short Income ETF position peaked at $30.6M in Q1 2026.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.