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

Lineweaver 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	$673K	Buy	13,302 +744	+6%	+$37.6K	0.08%	131
2026 Q1	$636K	Sell	12,558 -7,850	-38%	-$398K	0.09%	127
2025 Q4	$1.03M	Buy	20,408 +5,557	+37%	+$282K	0.14%	107
2025 Q3	$753K	Sell	14,851 -5,999	-29%	-$304K	0.11%	116
2025 Q2	$1.06M	Buy	+20,850	New	+$1.05M	0.17%	91
2021 Q2	–	Sell	-4,419	Closed	-$224K	–	128
2021 Q1	$224K	Sell	4,419 -2,484	-36%	-$126K	0.08%	104
2020 Q4	$350K	Buy	+6,903	New	+$351K	0.14%	69

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

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

Lineweaver Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.9% in Q2 2026, buying an estimated $37.6K and bringing the position to 13,302 shares worth $673K. The position accounts for 0.08% of the portfolio, ranked #131.

Lineweaver Wealth Advisors first reported a position in JPST in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.06M in Q2 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Lineweaver Wealth Advisors held 13,302 shares of JPMorgan Ultra-Short Income ETF worth $673K as of Q2 2026.
Lineweaver Wealth Advisors bought 744 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $37.6K.
JPMorgan Ultra-Short Income ETF made up 0.08% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Lineweaver Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 7 quarters since.
Lineweaver Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.06M in Q2 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.