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

San Luis 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 		$24.8M Sell
490,768
-202,505
-29% -$10.2M 3.74% 4
2026
Q1 		$35.1M Sell
693,273
-16,149
-2% -$818K 5.81% 2
2025
Q4 		$35.9M Sell
709,422
-57,263
-7% -$2.9M 6.01% 2
2025
Q3 		$38.9M Buy
766,685
+92,187
+14% +$4.67M 7.01% 2
2025
Q2 		$34.2M Buy
674,498
+179,002
+36% +$9.04M 7.34% 2
2025
Q1 		$25.1M Sell
495,496
-51,203
-9% -$2.59M 5.67% 4
2024
Q4 		$27.5M Buy
546,699
+117,861
+27% +$5.95M 5.21% 4
2024
Q3 		$21.8M Buy
428,838
+41,087
+11% +$2.08M 4.49% 5
2024
Q2 		$19.6M Buy
387,751
+109,441
+39% +$5.51M 4.7% 4
2024
Q1 		$14M Sell
278,310
-162,273
-37% -$8.17M 7.37% 3
2023
Q4 		$22.1M Buy
440,583
+104,003
+31% +$5.22M 9.35% 4
2023
Q3 		$16.9M Buy
336,580
+41,339
+14% +$2.07M 8.13% 4
2023
Q2 		$14.8M Buy
295,241
+11,910
+4% +$598K 5.22% 3
2023
Q1 		$14.3M Buy
283,331
+171,247
+153% +$8.61M 5.47% 3
2022
Q4 		$5.62M Buy
112,084
+80,370
+253% +$4.03M 5.24% 2
2022
Q3 		$1.59M Buy
31,714
+24,747
+355% +$1.24M 1.67% 18
2022
Q2 		$349K Sell
6,967
-1,223
-15% -$61.4K 0.4% 43
2022
Q1 		$413K Hold
8,190
– – 0.2% 94
2021
Q4 		$413K Buy
8,190
+1,464
+22% +$74.1K 0.42% 52
2021
Q3 		$341K Buy
+6,726
New +$341K 0.19% 112
2020
Q4 		$7.53M Buy
+148,220
New +$7.53M 4.86% 2

Other funds holding JPST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

San Luis Wealth Advisors's JPST Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 29% in Q2 2026, selling an estimated $10.2M and leaving 490,768 shares worth $24.8M. The position accounts for 3.74% of the portfolio, ranked #4.

San Luis Wealth Advisors first reported a position in JPST in Q4 2020 and has held it in 21 quarters since. The position peaked at $38.9M in Q3 2025. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • San Luis Wealth Advisors held 490,768 shares of JPMorgan Ultra-Short Income ETF worth $24.8M as of Q2 2026.
  • San Luis Wealth Advisors sold 202,505 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $10.2M.
  • JPMorgan Ultra-Short Income ETF made up 3.74% of San Luis Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • San Luis Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 21 quarters since.
  • San Luis Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $38.9M in Q3 2025.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.