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

Rise 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 		$3.31M Buy
65,357
+3,550
+6% +$179K 0.93% 16
2026
Q1 		$3.12M Buy
61,807
+261
+0.4% +$13.2K 1.1% 15
2025
Q4 		$3.11M Buy
61,546
+32,526
+112% +$1.65M 1.11% 15
2025
Q3 		$1.47M Sell
29,020
-11,889
-29% -$602K 0.53% 18
2025
Q2 		$2.07M Buy
40,909
+2,868
+8% +$145K 0.82% 16
2025
Q1 		$1.93M Buy
38,041
+6,324
+20% +$319K 0.85% 16
2024
Q4 		$1.6M Buy
31,717
+4,889
+18% +$247K 0.77% 15
2024
Q3 		$1.36M Buy
26,828
+3,401
+15% +$172K 0.65% 16
2024
Q2 		$1.18M Buy
23,427
+1,054
+5% +$53.1K 0.63% 16
2024
Q1 		$1.13M Buy
22,373
+49
+0.2% +$2.47K 0.6% 16
2023
Q4 		$1.12M Buy
22,324
+1,358
+6% +$68.1K 0.78% 11
2023
Q3 		$1.05M Sell
20,966
-577
-3% -$28.9K 0.83% 11
2023
Q2 		$1.08M Buy
21,543
+10,652
+98% +$535K 0.84% 12
2023
Q1 		$548K Buy
10,891
+425
+4% +$21.4K 0.41% 26
2022
Q4 		$525K Buy
10,466
+1,648
+19% +$82.6K 0.42% 28
2022
Q3 		$442K Buy
8,818
+8,781
+23,732% +$440K 0.37% 32
2022
Q2 		$2K Buy
+37
New +$1.86K ﹤0.01% 558
2022
Q1 		– Sell
-4,016
Closed -$203K – 664
2021
Q4 		$203K Buy
+4,016
New +$203K 0.19% 63

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

Rise Advisors's JPST Position: Q2 2026 in Review

Rise Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.7% in Q2 2026, buying an estimated $179K and bringing the position to 65,357 shares worth $3.31M. The position accounts for 0.93% of the portfolio, ranked #16.

Rise Advisors first reported a position in JPST in Q4 2021 and has held it in 18 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Rise Advisors held 65,357 shares of JPMorgan Ultra-Short Income ETF worth $3.31M as of Q2 2026.
  • Rise Advisors bought 3,550 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $179K.
  • JPMorgan Ultra-Short Income ETF made up 0.93% of Rise Advisors's portfolio in Q2 2026, its #16 holding.
  • Rise Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 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 Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.