National Wealth Management Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

National Wealth Management Group’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	$1.25M	Sell	24,785 -4,521	-15%	-$228K	0.39%	64
2026 Q1	$1.48M	Buy	29,306 +7,097	+32%	+$359K	0.55%	45
2025 Q4	$1.12M	Buy	22,209 +12	+0.1%	+$608	0.39%	54
2025 Q3	$1.13M	Buy	22,197 +3,265	+17%	+$165K	0.42%	43
2025 Q2	$959K	Buy	18,932 +4,881	+35%	+$247K	0.54%	38
2025 Q1	$711K	Buy	14,051 +4,360	+45%	+$220K	0.47%	53
2024 Q4	$488K	Buy	9,691 +1,791	+23%	+$90.5K	0.32%	72
2024 Q3	$401K	Sell	7,900 -1,526	-16%	-$77.1K	0.27%	87
2024 Q2	$476K	Sell	9,426 -3,640	-28%	-$183K	0.36%	64
2024 Q1	$659K	Sell	13,066 -8,569	-40%	-$431K	0.51%	45
2023 Q4	$1.09M	Sell	21,635 -2,170	-9%	-$109K	1.05%	30
2023 Q3	$1.19M	Sell	23,805 -394	-2%	-$19.7K	1.3%	21
2023 Q2	$1.21M	Buy	24,199 +1,730	+8%	+$86.8K	1.26%	23
2023 Q1	$1.13M	Sell	22,469 -12,085	-35%	-$607K	1.29%	21
2022 Q4	$1.73M	Sell	34,554 -8,671	-20%	-$435K	2.08%	11
2022 Q3	$2.17M	Sell	43,225 -3,285	-7%	-$165K	2.82%	7
2022 Q2	$2.33M	Buy	46,510 +27,653	+147%	+$1.39M	2.94%	8
2022 Q1	$948K	Sell	18,857 -10,858	-37%	-$547K	0.91%	32
2021 Q4	$1.5M	Buy	+29,715	New	+$1.5M	1.4%	19

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

National Wealth Management Group's JPST Position: Q2 2026 in Review

National Wealth Management Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q2 2026, selling an estimated $228K and leaving 24,785 shares worth $1.25M. The position accounts for 0.39% of the portfolio, ranked #64.

National Wealth Management Group first reported a position in JPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.33M in Q2 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

National Wealth Management Group held 24,785 shares of JPMorgan Ultra-Short Income ETF worth $1.25M as of Q2 2026.
National Wealth Management Group sold 4,521 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $228K.
JPMorgan Ultra-Short Income ETF made up 0.39% of National Wealth Management Group's portfolio in Q2 2026, its #64 holding.
National Wealth Management Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 19 quarters since.
National Wealth Management Group's JPMorgan Ultra-Short Income ETF position peaked at $2.33M in Q2 2022.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.