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

Potentia Wealth’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	$435K	Sell	8,611 -33,446	-80%	-$1.69M	0.18%	48
2026 Q1	$2.13M	Buy	42,057 +10,292	+32%	+$521K	0.82%	21
2025 Q4	$1.61M	Buy	31,765 +5	+0%	+$253	0.59%	25
2025 Q3	$1.61M	Buy	+31,760	New	+$1.61M	0.61%	24

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

Potentia Wealth's JPST Position: Q2 2026 in Review

Potentia Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 80% in Q2 2026, selling an estimated $1.69M and leaving 8,611 shares worth $435K. The position accounts for 0.18% of the portfolio, ranked #48.

Potentia Wealth first reported a position in JPST in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.13M in Q1 2026. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Potentia Wealth held 8,611 shares of JPMorgan Ultra-Short Income ETF worth $435K as of Q2 2026.
Potentia Wealth sold 33,446 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.69M.
JPMorgan Ultra-Short Income ETF made up 0.18% of Potentia Wealth's portfolio in Q2 2026, its #48 holding.
Potentia Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2025 and has held it in 4 quarters since.
Potentia Wealth's JPMorgan Ultra-Short Income ETF position peaked at $2.13M in Q1 2026.
1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.