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

Phoenix 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 		$50.3M Buy
994,969
+348,125
+54% +$17.6M 16.97% 1
2026
Q1 		$32.7M Buy
646,844
+296
+0% +$15K 12.93% 1
2025
Q4 		$32.7M Buy
646,548
+22,687
+4% +$1.15M 12.58% 1
2025
Q3 		$31.6M Buy
623,861
+161,771
+35% +$8.19M 12.16% 1
2025
Q2 		$23.4M Buy
462,090
+7,199
+2% +$364K 9.81% 1
2025
Q1 		$23M Sell
454,891
-323,828
-42% -$16.4M 10.04% 1
2024
Q4 		$39.2M Buy
778,719
+195,052
+33% +$9.85M 17.01% 1
2024
Q3 		$29.6M Buy
583,667
+540,264
+1,245% +$27.3M 13.75% 1
2024
Q2 		$2.19M Buy
43,403
+1,486
+4% +$74.8K 1.1% 32
2024
Q1 		$2.11M Sell
41,917
-657
-2% -$33.1K 1.29% 31
2023
Q4 		$2.14M Sell
42,574
-2
-0% -$100 1.49% 26
2023
Q3 		$2.14M Buy
42,576
+390
+0.9% +$19.5K 1.26% 25
2023
Q2 		$2.12M Buy
+42,186
New +$2.12M 1.23% 28
2023
Q1 		– Sell
-6,360
Closed -$319K – 108
2022
Q4 		$319K Sell
6,360
-3,650
-36% -$183K 0.19% 71
2022
Q3 		$502K Buy
+10,010
New +$502K 0.5% 44
2021
Q3 		– Sell
-300
Closed -$15K – 385
2021
Q2 		$15K Hold
300
– – 0.01% 275
2021
Q1 		$15K Hold
300
– – 0.01% 275
2020
Q4 		$15K Buy
+300
New +$15.2K 0.01% 276

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Phoenix Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 54% in Q2 2026, buying an estimated $17.6M and bringing the position to 994,969 shares worth $50.3M. The position accounts for 16.97% of the portfolio, ranked #1.

Phoenix Wealth Advisors first reported a position in JPST in Q4 2020 and has held it in 18 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Phoenix Wealth Advisors held 994,969 shares of JPMorgan Ultra-Short Income ETF worth $50.3M as of Q2 2026.
  • Phoenix Wealth Advisors bought 348,125 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $17.6M.
  • JPMorgan Ultra-Short Income ETF made up 16.97% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Phoenix Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 18 quarters since.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.