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

Physician 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	$107K	Sell	2,114 -2,095	-50%	-$106K	0.01%	302
2026 Q1	$213K	Sell	4,209 -384	-8%	-$19.4K	0.03%	183
2025 Q4	$232K	Sell	4,593 -1,631	-26%	-$82.6K	0.03%	180
2025 Q3	$316K	Sell	6,224 -161	-3%	-$8.15K	0.04%	135
2025 Q2	$324K	Sell	6,385 -1,554	-20%	-$78.5K	0.05%	132
2025 Q1	$402K	Buy	7,939 +2,044	+35%	+$103K	0.07%	105
2024 Q4	$297K	Buy	5,895 +16	+0.3%	+$808	0.05%	138
2024 Q3	$297K	Buy	+5,879	New	+$297K	0.05%	134
2021 Q1	–	Sell	-4,992	Closed	-$254K	–	146
2020 Q4	$254K	Buy	+4,992	New	+$254K	0.09%	117

Other funds holding JPST

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Physician Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 50% in Q2 2026, selling an estimated $106K and leaving 2,114 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #302.

Physician Wealth Advisors first reported a position in JPST in Q4 2020 and has held it in 9 quarters since. The position peaked at $402K in Q1 2025. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Physician Wealth Advisors held 2,114 shares of JPMorgan Ultra-Short Income ETF worth $107K as of Q2 2026.
Physician Wealth Advisors sold 2,095 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $106K.
JPMorgan Ultra-Short Income ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #302 holding.
Physician Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 9 quarters since.
Physician Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $402K in Q1 2025.
623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.