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 Q2	$10M	Sell	197,941 -107,124	-35%	-$5.41M	1.67%	18
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 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

RPg Family Wealth Advisory's JPST Position: Q2 2026 in Review

RPg Family Wealth Advisory reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 35% in Q2 2026, selling an estimated $5.41M and leaving 197,941 shares worth $10M. The position accounts for 1.67% of the portfolio, ranked #18.

RPg Family Wealth Advisory first reported a position in JPST in Q4 2019 and has held it in 25 quarters since. The position peaked at $16.4M in Q1 2025. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

RPg Family Wealth Advisory held 197,941 shares of JPMorgan Ultra-Short Income ETF worth $10M as of Q2 2026.
RPg Family Wealth Advisory sold 107,124 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $5.41M.
JPMorgan Ultra-Short Income ETF made up 1.67% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #18 holding.
RPg Family Wealth Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 25 quarters since.
RPg Family Wealth Advisory's JPMorgan Ultra-Short Income ETF position peaked at $16.4M in Q1 2025.
1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.