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

Innovative Asset Advisors Group’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	$325K	Sell	6,425 -10	-0.2%	-$505	0.14%	125
2026 Q1	$326K	Buy	+6,435	New	+$326K	0.19%	97

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

Betterment LLC New York $59.1B AUM 18.41% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Innovative Asset Advisors Group's JPST Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.16% in Q2 2026, selling an estimated $505 and leaving 6,425 shares worth $325K. The position accounts for 0.14% of the portfolio, ranked #125.

Innovative Asset Advisors Group first reported a position in JPST in Q1 2026 and has held it in 2 quarters since. The position peaked at $326K in Q1 2026. 1,148 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Innovative Asset Advisors Group held 6,425 shares of JPMorgan Ultra-Short Income ETF worth $325K as of Q2 2026.
Innovative Asset Advisors Group sold 10 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $505.
JPMorgan Ultra-Short Income ETF made up 0.14% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #125 holding.
Innovative Asset Advisors Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2026 and has held it in 2 quarters since.
Innovative Asset Advisors Group's JPMorgan Ultra-Short Income ETF position peaked at $326K in Q1 2026.
1,148 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.