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

Sax 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	$452K	Buy	8,922 +1,264	+17%	+$63.8K	0.02%	363
2026 Q1	$387K	Hold	7,658	–	–	0.02%	339
2025 Q4	$387K	Sell	7,658 -648	-8%	-$32.8K	0.02%	345
2025 Q3	$421K	Buy	8,306 +220	+3%	+$11.1K	0.02%	303
2025 Q2	$410K	Buy	8,086 +41	+0.5%	+$2.07K	0.02%	286
2025 Q1	$407K	Sell	8,045 -157	-2%	-$7.93K	0.03%	246
2024 Q4	$413K	Buy	+8,202	New	+$414K	0.03%	214

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

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

Sax Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q2 2026, buying an estimated $63.8K and bringing the position to 8,922 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #363.

Sax Wealth Advisors first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Sax Wealth Advisors held 8,922 shares of JPMorgan Ultra-Short Income ETF worth $452K as of Q2 2026.
Sax Wealth Advisors bought 1,264 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $63.8K.
JPMorgan Ultra-Short Income ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #363 holding.
Sax Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.