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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

IVC Wealth Advisors's JPST Position: Q2 2026 in Review

IVC Wealth Advisors held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 4,015 shares worth $203K. The position accounts for 0.08% of the portfolio, ranked #174.

IVC Wealth Advisors first reported a position in JPST in Q2 2022 and has held it in 8 quarters since. The position peaked at $728K in Q3 2022. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

IVC Wealth Advisors held 4,015 shares of JPMorgan Ultra-Short Income ETF worth $203K as of Q2 2026.
IVC Wealth Advisors left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.08% of IVC Wealth Advisors's portfolio in Q2 2026, its #174 holding.
IVC Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 8 quarters since.
IVC Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $728K in Q3 2022.
216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.