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RPg Family Wealth Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

RPg Family Wealth Advisory’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 		$15.4M Buy
305,065
+32,662
+12% +$1.65M 3.22% 3
2025
Q4 		$13.8M Buy
272,403
+231,028
+558% +$11.7M 3.04% 1
2025
Q3 		$2.1M Sell
41,375
-137,253
-77% -$6.95M 0.46% 70
2025
Q2 		$9.05M Sell
178,628
-145,162
-45% -$7.33M 2.41% 6
2025
Q1 		$16.4M Buy
323,790
+12,719
+4% +$642K 4.67% 1
2024
Q4 		$15.7M Buy
311,071
+33,852
+12% +$1.71M 5.56% 1
2024
Q3 		$14.1M Buy
277,219
+9,509
+4% +$481K 4.54% 1
2024
Q2 		$13.5M Buy
267,710
+1,096
+0.4% +$55.2K 4.44% 1
2024
Q1 		$13.5M Buy
266,614
+9,432
+4% +$475K 4.26% 1
2023
Q4 		$13M Sell
257,182
-9,094
-3% -$456K 4.79% 1
2023
Q3 		$13.4M Buy
266,276
+10,047
+4% +$503K 5.49% 1
2023
Q2 		$12.8M Buy
+256,229
New +$12.9M 5.15% 1
2023
Q1 		– Sell
-123,263
Closed -$6.2M – 98
2022
Q4 		$6.2M Sell
123,263
-187
-0.2% -$9.37K 4.25% 3
2022
Q3 		$6.2M Buy
123,450
+579
+0.5% +$29K 3.26% 7
2022
Q2 		$6.16M Buy
122,871
+1,184
+1% +$59.4K 3.67% 5
2022
Q1 		$6.12M Buy
121,687
+10,128
+9% +$510K 2.61% 9
2021
Q4 		$5.63M Sell
111,559
-8,962
-7% -$453K 2.23% 13
2021
Q3 		$6.11M Buy
120,521
+53,662
+80% +$2.72M 2.58% 10
2021
Q2 		$3.39M Buy
+66,859
New +$3.39M 1.37% 24
2020
Q4 		$2.87M Sell
56,525
-1,157
-2% -$58.8K 1.36% 23
2020
Q3 		$2.93M Buy
57,682
+1,745
+3% +$88.7K 1.54% 17
2020
Q2 		$2.84M Buy
55,937
+8,313
+17% +$419K 1.73% 10
2020
Q1 		$2.37M Buy
47,624
+42,764
+880% +$2.15M 1.84% 15
2019
Q4 		$245K Buy
+4,860
New +$245K 0.14% 91

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

RPg Family Wealth Advisory's JPST Position: Q1 2026 in Review

RPg Family Wealth Advisory increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 12% in Q1 2026, buying an estimated $1.65M and bringing the position to 305,065 shares worth $15.4M. The position accounts for 3.22% of the portfolio, ranked #3.

RPg Family Wealth Advisory first reported a position in JPST in Q4 2019 and has held it in 24 quarters since. The position peaked at $16.4M in Q1 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • RPg Family Wealth Advisory held 305,065 shares of JPMorgan Ultra-Short Income ETF worth $15.4M as of Q1 2026.
  • RPg Family Wealth Advisory bought 32,662 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.65M.
  • JPMorgan Ultra-Short Income ETF made up 3.22% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #3 holding.
  • RPg Family Wealth Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 24 quarters since.
  • RPg Family Wealth Advisory's JPMorgan Ultra-Short Income ETF position peaked at $16.4M in Q1 2025.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.