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

Roberts 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
Q1 		$32.3M Buy
637,497
+55,264
+9% +$2.8M 8.19% 1
2025
Q4 		$29.5M Buy
582,233
+90,858
+18% +$4.6M 7.69% 1
2025
Q3 		$24.9M Buy
491,375
+37,701
+8% +$1.91M 6.63% 1
2025
Q2 		$23M Buy
453,674
+41,388
+10% +$2.09M 6.61% 1
2025
Q1 		$20.9M Sell
412,286
-6,426
-2% -$325K 6.44% 1
2024
Q4 		$21.1M Buy
418,712
+77,597
+23% +$3.92M 6.42% 2
2024
Q3 		$17.2M Buy
341,115
+14,074
+4% +$711K 5.57% 2
2024
Q2 		$16.5M Sell
327,041
-6,111
-2% -$308K 5.62% 3
2024
Q1 		$16.8M Sell
333,152
-2,401
-0.7% -$121K 6.26% 1
2023
Q4 		$50.7M Buy
335,553
+5,495
+2% +$276K 7.88% 1
2023
Q3 		$16.5M Sell
330,058
-6,786
-2% -$340K 7.27% 1
2023
Q2 		$16.9M Sell
336,844
-1,965
-0.6% -$98.6K 7.43% 1
2023
Q1 		$17M Sell
338,809
-3,458
-1% -$174K 7.8% 1
2022
Q4 		$17.2M Buy
342,267
+32,292
+10% +$1.62M 8.28% 1
2022
Q3 		$15.5M Buy
309,975
+1,804
+0.6% +$90.4K 7.63% 1
2022
Q2 		$15.4M Sell
308,171
-8,404
-3% -$422K 6.72% 2
2022
Q1 		$15.9M Sell
316,575
-9,586
-3% -$483K 6.23% 1
2021
Q4 		$16.5M Sell
326,161
-1,140
-0.3% -$57.7K 5.93% 1
2021
Q3 		$16.6M Buy
+327,301
New +$16.6M 6.57% 1

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Roberts Wealth Advisors's JPST Position: Q1 2026 in Review

Roberts Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.5% in Q1 2026, buying an estimated $2.8M and bringing the position to 637,497 shares worth $32.3M. The position accounts for 8.19% of the portfolio, ranked #1.

Roberts Wealth Advisors first reported a position in JPST in Q3 2021 and has held it in 19 quarters since. The position peaked at $50.7M in Q4 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Roberts Wealth Advisors held 637,497 shares of JPMorgan Ultra-Short Income ETF worth $32.3M as of Q1 2026.
  • Roberts Wealth Advisors bought 55,264 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $2.8M.
  • JPMorgan Ultra-Short Income ETF made up 8.19% of Roberts Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Roberts Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $50.7M in Q4 2023.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.