IVC Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

IVC Wealth Advisors’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 Q3	$301K	Buy	5,967 +1,952	+49%	+$98.5K	0.12%	133
2026 Q2	$203K	Hold	4,015	–	–	0.08%	174
2026 Q1	$203K	Sell	4,015 -118	-3%	-$5.98K	0.09%	170
2025 Q4	$209K	Sell	4,133 -344	-8%	-$17.4K	0.09%	170
2025 Q3	$227K	Sell	4,477 -110	-2%	-$5.57K	0.1%	166
2025 Q2	$232K	Buy	+4,587	New	+$232K	0.11%	154
2023 Q1	–	Sell	-10,698	Closed	-$536K	–	148
2022 Q4	$536K	Sell	10,698 -3,816	-26%	-$191K	0.4%	67
2022 Q3	$728K	Buy	14,514 +2,284	+19%	+$114K	0.59%	48
2022 Q2	$613K	Buy	+12,230	New	+$614K	0.47%	60

Other funds holding JPST

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

IVC Wealth Advisors's JPST Position: Q3 2026 in Review

IVC Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 49% in Q3 2026, buying an estimated $98.5K and bringing the position to 5,967 shares worth $301K. The position accounts for 0.12% of the portfolio, ranked #133.

IVC Wealth Advisors first reported a position in JPST in Q2 2022 and has held it in 9 quarters since. The position peaked at $728K in Q3 2022. 1,117 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

IVC Wealth Advisors held 5,967 shares of JPMorgan Ultra-Short Income ETF worth $301K as of Q3 2026.
IVC Wealth Advisors bought 1,952 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $98.5K.
JPMorgan Ultra-Short Income ETF made up 0.12% of IVC Wealth Advisors's portfolio in Q3 2026, its #133 holding.
IVC Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 9 quarters since.
IVC Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $728K in Q3 2022.
1,117 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.