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

Perspective 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	$410K	Buy	+8,102	New	+$409K	0.23%	55

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

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

Perspective Wealth Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 8,102 shares worth $410K. The stake represents 0.23% of the portfolio and ranks #55 among its holdings.

1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Perspective Wealth Advisors held 8,102 shares of JPMorgan Ultra-Short Income ETF worth $410K as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Perspective Wealth Advisors position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.23% of Perspective Wealth Advisors's portfolio in Q2 2026, its #55 holding.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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