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 Q2	$33.3M	Buy	658,706 +21,209	+3%	+$1.07M	7.57%	1
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 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

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

Roberts Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.3% in Q2 2026, buying an estimated $1.07M and bringing the position to 658,706 shares worth $33.3M. The position accounts for 7.57% of the portfolio, ranked #1.

Roberts Wealth Advisors first reported a position in JPST in Q3 2021 and has held it in 20 quarters since. The position peaked at $50.7M in Q4 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Roberts Wealth Advisors held 658,706 shares of JPMorgan Ultra-Short Income ETF worth $33.3M as of Q2 2026.
Roberts Wealth Advisors bought 21,209 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.07M.
JPMorgan Ultra-Short Income ETF made up 7.57% of Roberts Wealth Advisors's portfolio in Q2 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 20 quarters since.
Roberts Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $50.7M in Q4 2023.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.