Investment Advisory Services Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Investment Advisory Services 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	$11.1M	Buy	219,027 +28,726	+15%	+$1.45M	8.1%	3
2026 Q1	$9.63M	Buy	190,301 +3,759	+2%	+$190K	8.38%	3
2025 Q4	$9.44M	Buy	+186,542	New	+$9.45M	8.38%	3

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

Investment Advisory Services Group's JPST Position: Q2 2026 in Review

Investment Advisory Services Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q2 2026, buying an estimated $1.45M and bringing the position to 219,027 shares worth $11.1M. The position accounts for 8.1% of the portfolio, ranked #3.

Investment Advisory Services Group first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Investment Advisory Services Group held 219,027 shares of JPMorgan Ultra-Short Income ETF worth $11.1M as of Q2 2026.
Investment Advisory Services Group bought 28,726 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.45M.
JPMorgan Ultra-Short Income ETF made up 8.1% of Investment Advisory Services Group's portfolio in Q2 2026, its #3 holding.
Investment Advisory Services Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Investment Advisory Services Group's 13F filing for Q2 2026, filed 29 Jul 2026.