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Schwarz Dygos Wheeler Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$2.67M Sell
52,828
-181
-0.3% -$9.14K 0.51% 39
2026
Q1 		$2.68M Sell
53,009
-7
-0% -$354 0.56% 40
2025
Q4 		$2.68M Sell
53,016
-2,047
-4% -$104K 0.55% 39
2025
Q3 		$2.79M Buy
55,063
+1,160
+2% +$58.7K 0.59% 37
2025
Q2 		$2.73M Buy
53,903
+1,449
+3% +$73.2K 0.62% 37
2025
Q1 		$2.66M Buy
52,454
+1,308
+3% +$66.1K 0.63% 38
2024
Q4 		$2.58M Buy
51,146
+3,541
+7% +$179K 0.63% 36
2024
Q3 		$2.42M Buy
47,605
+517
+1% +$26.1K 0.6% 39
2024
Q2 		$2.38M Sell
47,088
-4,363
-8% -$220K 0.64% 35
2024
Q1 		$2.6M Buy
51,451
+1,586
+3% +$79.9K 0.73% 34
2023
Q4 		$2.5M Sell
49,865
-6,198
-11% -$311K 0.77% 31
2023
Q3 		$2.81M Sell
56,063
-3,206
-5% -$161K 0.95% 24
2023
Q2 		$2.97M Buy
59,269
+5,559
+10% +$279K 0.98% 25
2023
Q1 		$2.7M Sell
53,710
-5,245
-9% -$264K 0.98% 26
2022
Q4 		$2.96M Sell
58,955
-23,195
-28% -$1.16M 1.16% 18
2022
Q3 		$4.12M Sell
82,150
-27,192
-25% -$1.36M 1.83% 12
2022
Q2 		$5.48M Buy
109,342
+28,250
+35% +$1.42M 2.2% 10
2022
Q1 		$4.08M Sell
81,092
-2,285
-3% -$115K 1.38% 20
2021
Q4 		$4.21M Sell
83,377
-2,521
-3% -$128K 1.43% 19
2021
Q3 		$4.36M Sell
85,898
-6,900
-7% -$350K 1.59% 15
2021
Q2 		$4.71M Buy
92,798
+1,687
+2% +$85.6K 1.71% 12
2021
Q1 		$4.62M Sell
91,111
-2,002
-2% -$102K 1.91% 10
2020
Q4 		$4.73M Buy
93,113
+9,130
+11% +$464K 2.27% 10
2020
Q3 		$4.27M Buy
83,983
+11,085
+15% +$563K 2.41% 9
2020
Q2 		$3.7M Buy
72,898
+446
+0.6% +$22.5K 2.41% 10
2020
Q1 		$3.6M Sell
72,452
-4,600
-6% -$231K 3.05% 8
2019
Q4 		$3.89M Buy
77,052
+69,262
+889% +$3.5M 2.66% 9
2019
Q3 		$393K Hold
7,790
– – 0.31% 55
2019
Q2 		$393K Hold
7,790
– – 0.32% 51
2019
Q1 		$392K Hold
7,790
– – 0.34% 49
2018
Q4 		$391K Buy
+7,790
New +$391K 0.42% 45

Other funds holding JPST

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's JPST Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.34% in Q2 2026, selling an estimated $9.14K and leaving 52,828 shares worth $2.67M. The position accounts for 0.51% of the portfolio, ranked #39.

Schwarz Dygos Wheeler Investment Advisors first reported a position in JPST in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.48M in Q2 2022. 834 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 52,828 shares of JPMorgan Ultra-Short Income ETF worth $2.67M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 181 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $9.14K.
  • JPMorgan Ultra-Short Income ETF made up 0.51% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 31 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $5.48M in Q2 2022.
  • 834 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.