Philip James Wealth Mangement’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Philip James Wealth Mangement’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	$3.67M	Sell	72,558 -18,416	-20%	-$930K	0.41%	52
2026 Q1	$4.6M	Sell	90,974 -91,713	-50%	-$4.64M	0.53%	41
2025 Q4	$9.24M	Sell	182,687 -14,021	-7%	-$710K	1.07%	23
2025 Q3	$9.98M	Sell	196,708 -27,724	-12%	-$1.4M	1.16%	20
2025 Q2	$11.4M	Buy	224,432 +4,329	+2%	+$219K	1.45%	13
2025 Q1	$11.1M	Sell	220,103 -14,599	-6%	-$737K	1.36%	14
2024 Q4	$11.8M	Sell	234,702 -6,905	-3%	-$349K	1.53%	12
2024 Q3	$12.3M	Buy	241,607 +1,132	+0.5%	+$57.2K	1.51%	13
2024 Q2	$12.1M	Sell	240,475 -74,268	-24%	-$3.74M	8.08%	3
2024 Q1	$15.9M	Sell	314,743 -3,969	-1%	-$200K	11.25%	1
2023 Q4	$16M	Buy	+318,712	New	+$16M	12.4%	1

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

Philip James Wealth Mangement's JPST Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 20% in Q2 2026, selling an estimated $930K and leaving 72,558 shares worth $3.67M. The position accounts for 0.41% of the portfolio, ranked #52.

Philip James Wealth Mangement first reported a position in JPST in Q4 2023 and has held it in 11 quarters since. The position peaked at $16M in Q4 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Philip James Wealth Mangement held 72,558 shares of JPMorgan Ultra-Short Income ETF worth $3.67M as of Q2 2026.
Philip James Wealth Mangement sold 18,416 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $930K.
JPMorgan Ultra-Short Income ETF made up 0.41% of Philip James Wealth Mangement's portfolio in Q2 2026, its #52 holding.
Philip James Wealth Mangement first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 11 quarters since.
Philip James Wealth Mangement's JPMorgan Ultra-Short Income ETF position peaked at $16M in Q4 2023.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.