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

MONECO 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	$2.84M	Sell	56,096 -3,431	-6%	-$173K	0.17%	122
2026 Q1	$3.01M	Buy	59,527 +1,494	+3%	+$75.7K	0.23%	99
2025 Q4	$2.94M	Buy	58,033 +22,995	+66%	+$1.17M	0.23%	91
2025 Q3	$1.78M	Sell	35,038 -169	-0.5%	-$8.56K	0.15%	145
2025 Q2	$1.78M	Sell	35,207 -283	-0.8%	-$14.3K	0.17%	131
2025 Q1	$1.8M	Sell	35,490 -4,418	-11%	-$223K	0.19%	120
2024 Q4	$2.01M	Buy	39,908 +15,671	+65%	+$791K	0.21%	111
2024 Q3	$1.23M	Buy	24,237 +2,594	+12%	+$131K	0.15%	139
2024 Q2	$1.09M	Buy	21,643 +6,736	+45%	+$339K	0.16%	139
2024 Q1	$752K	Sell	14,907 -1,777	-11%	-$89.5K	0.12%	188
2023 Q4	$838K	Buy	16,684 +330	+2%	+$16.6K	0.16%	154
2023 Q3	$821K	Sell	16,354 -111	-0.7%	-$5.56K	0.22%	116
2023 Q2	$826K	Sell	16,465 -534	-3%	-$26.8K	0.22%	115
2023 Q1	$855K	Sell	16,999 -4,069	-19%	-$204K	0.25%	103
2022 Q4	$1.06M	Sell	21,068 -355	-2%	-$17.8K	0.38%	63
2022 Q3	$1.07M	Sell	21,423 -510	-2%	-$25.6K	0.43%	60
2022 Q2	$1.1M	Buy	21,933 +1,715	+8%	+$86K	0.43%	57
2022 Q1	$1.02M	Sell	20,218 -446	-2%	-$22.5K	0.37%	65
2021 Q4	$1.04M	Sell	20,664 -9,865	-32%	-$499K	0.39%	62
2021 Q3	$1.55M	Sell	30,529 -8,945	-23%	-$454K	0.61%	37
2021 Q2	$2M	Sell	39,474 -16,213	-29%	-$823K	0.92%	26
2021 Q1	$2.83M	Sell	55,687 -11,029	-17%	-$560K	1.37%	16
2020 Q4	$3.39M	Sell	66,716 -2,874	-4%	-$146K	1.87%	10
2020 Q3	$3.54M	Buy	69,590 +20,078	+41%	+$1.02M	2.25%	9
2020 Q2	$2.51M	Buy	49,512 +15,367	+45%	+$774K	1.97%	9
2020 Q1	$1.7M	Buy	34,145 +14,328	+72%	+$720K	1.74%	12
2019 Q4	$1M	Buy	19,817 +2,191	+12%	+$111K	0.71%	34
2019 Q3	$889K	Buy	17,626 +2,647	+18%	+$134K	0.69%	36
2019 Q2	$755K	Buy	14,979 +168	+1%	+$8.46K	0.61%	38
2019 Q1	$745K	Buy	14,811 +10,031	+210%	+$504K	0.6%	41
2018 Q4	$240K	Buy	+4,780	New	+$240K	0.28%	81

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

MONECO Advisors's JPST Position: Q2 2026 in Review

MONECO Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.8% in Q2 2026, selling an estimated $173K and leaving 56,096 shares worth $2.84M. The position accounts for 0.17% of the portfolio, ranked #122.

MONECO Advisors first reported a position in JPST in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.54M in Q3 2020. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

MONECO Advisors held 56,096 shares of JPMorgan Ultra-Short Income ETF worth $2.84M as of Q2 2026.
MONECO Advisors sold 3,431 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $173K.
JPMorgan Ultra-Short Income ETF made up 0.17% of MONECO Advisors's portfolio in Q2 2026, its #122 holding.
MONECO Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 31 quarters since.
MONECO Advisors's JPMorgan Ultra-Short Income ETF position peaked at $3.54M in Q3 2020.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.