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

Legacy 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 		$15.9M Sell
313,432
-54,287
-15% -$2.74M 6.86% 2
2026
Q1 		$18.6M Sell
367,719
-58,431
-14% -$2.96M 9.5% 2
2025
Q4 		$21.6M Buy
+426,150
New +$21.6M 14.23% 1

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Legacy Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q2 2026, selling an estimated $2.74M and leaving 313,432 shares worth $15.9M. The position accounts for 6.86% of the portfolio, ranked #2.

Legacy Wealth Advisors first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.6M in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Legacy Wealth Advisors held 313,432 shares of JPMorgan Ultra-Short Income ETF worth $15.9M as of Q2 2026.
  • Legacy Wealth Advisors sold 54,287 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.74M.
  • JPMorgan Ultra-Short Income ETF made up 6.86% of Legacy Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Legacy Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $21.6M in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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