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Savvy Advisors Inc’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Savvy Advisors Inc’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 		$1.05M Buy
20,859
+16,705
+402% +$844K 0.02% 513
2026
Q1 		$210K Sell
4,154
-495
-11% -$25.1K 0.01% 1036
2025
Q4 		$235K Buy
+4,649
New +$236K 0.01% 879

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Savvy Advisors Inc's JPST Position: Q2 2026 in Review

Savvy Advisors Inc increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 402% in Q2 2026, buying an estimated $844K and bringing the position to 20,859 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #513.

Savvy Advisors Inc first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Savvy Advisors Inc held 20,859 shares of JPMorgan Ultra-Short Income ETF worth $1.05M as of Q2 2026.
  • Savvy Advisors Inc bought 16,705 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $844K.
  • JPMorgan Ultra-Short Income ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #513 holding.
  • Savvy Advisors Inc first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.