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

Kingswood 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	$1.49M	Sell	29,451 -391	-1%	-$19.8K	0.06%	315
2026 Q1	$1.51M	Buy	29,842 +6,681	+29%	+$338K	0.07%	279
2025 Q4	$1.17M	Buy	23,161 +51	+0.2%	+$2.58K	0.06%	320
2025 Q3	$1.17M	Sell	23,110 -1,537	-6%	-$77.8K	0.07%	284
2025 Q2	$1.25M	Sell	24,647 -13,842	-36%	-$699K	0.1%	222
2025 Q1	$1.95M	Sell	38,489 -50,081	-57%	-$2.53M	0.18%	144
2024 Q4	$4.46M	Buy	88,570 +47,538	+116%	+$2.4M	0.34%	56
2024 Q3	$2.08M	Sell	41,032 -6,486	-14%	-$328K	0.15%	158
2024 Q2	$2.4M	Buy	47,518 +3,121	+7%	+$157K	0.22%	99
2024 Q1	$2.24M	Buy	44,397 +5,628	+15%	+$283K	0.26%	89
2023 Q4	$1.95M	Sell	38,769 -7,708	-17%	-$387K	0.22%	107
2023 Q3	$2.33M	Buy	+46,477	New	+$2.33M	0.4%	65

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

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

Kingswood Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.3% in Q2 2026, selling an estimated $19.8K and leaving 29,451 shares worth $1.49M. The position accounts for 0.06% of the portfolio, ranked #315.

Kingswood Wealth Advisors first reported a position in JPST in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.46M in Q4 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Kingswood Wealth Advisors held 29,451 shares of JPMorgan Ultra-Short Income ETF worth $1.49M as of Q2 2026.
Kingswood Wealth Advisors sold 391 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $19.8K.
JPMorgan Ultra-Short Income ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #315 holding.
Kingswood Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.46M in Q4 2024.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.