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Portfolio Resources Advisor Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Portfolio Resources Advisor 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 		$556 Sell
11
-30
-73% -$1.51K ﹤0.01% 149
2026
Q1 		$2.08K Hold
41
– – ﹤0.01% 136
2025
Q4 		$2.08K Buy
+41
New +$2.08K ﹤0.01% 134

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

Portfolio Resources Advisor Group's JPST Position: Q2 2026 in Review

Portfolio Resources Advisor Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 73% in Q2 2026, selling an estimated $1.51K and leaving 11 shares worth $556. The position accounts for ﹤0.01% of the portfolio, ranked #149.

Portfolio Resources Advisor Group first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.08K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Portfolio Resources Advisor Group held 11 shares of JPMorgan Ultra-Short Income ETF worth $556 as of Q2 2026.
  • Portfolio Resources Advisor Group sold 30 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.51K.
  • JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #149 holding.
  • Portfolio Resources Advisor Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Portfolio Resources Advisor Group's JPMorgan Ultra-Short Income ETF position peaked at $2.08K in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.