Institute for Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Institute for Wealth Management’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	$83.5K	Buy	+1,652	New	+$83.4K	0.01%	734
2024 Q4	–	Sell	-7,504	Closed	-$381K	–	542
2024 Q3	$381K	Buy	+7,504	New	+$379K	0.05%	357
2019 Q3	–	Sell	-5,135	Closed	-$259K	–	452
2019 Q2	$259K	Buy	5,135 +310	+6%	+$15.6K	0.06%	381
2019 Q1	$243K	Buy	+4,825	New	+$242K	0.05%	376

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

Institute for Wealth Management's JPST Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 1,652 shares worth $83.5K. The stake represents 0.01% of the portfolio and ranks #734 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in JPST as recently as Q3 2024.

Institute for Wealth Management first reported a position in JPST in Q1 2019 and has held it in 4 quarters since. The position peaked at $381K in Q3 2024. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Institute for Wealth Management held 1,652 shares of JPMorgan Ultra-Short Income ETF worth $83.5K as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Institute for Wealth Management position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #734 holding.
Institute for Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 4 quarters since.
Institute for Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $381K in Q3 2024.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.