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

SOA 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	$102K	Hold	2,013	–	–	0.02%	280
2026 Q1	$102K	Hold	2,013	–	–	0.02%	269
2025 Q4	$102K	Hold	2,013	–	–	0.02%	283
2025 Q3	$102K	Hold	2,013	–	–	0.02%	292
2025 Q2	$102K	Buy	2,013 +5	+0.2%	+$253	0.02%	278
2025 Q1	$102K	Hold	2,008	–	–	0.02%	259
2024 Q4	$101K	Sell	2,008 -63	-3%	-$3.18K	0.02%	254
2024 Q3	$105K	Hold	2,071	–	–	0.02%	248
2024 Q2	$105K	Sell	2,071 -59	-3%	-$2.97K	0.02%	245
2024 Q1	$107K	Hold	2,130	–	–	0.02%	238
2023 Q4	$107K	Buy	2,130 +1,187	+126%	+$59.6K	0.02%	229
2023 Q3	$47.3K	Hold	943	–	–	0.01%	288
2023 Q2	$47.3K	Hold	943	–	–	0.01%	299
2023 Q1	$47.5K	Hold	943	–	–	0.01%	290
2022 Q4	$47.3K	Hold	943	–	–	0.01%	287
2022 Q3	$47K	Hold	943	–	–	0.01%	272
2022 Q2	$47K	Hold	943	–	–	0.01%	273
2022 Q1	$47K	Hold	943	–	–	0.01%	319
2021 Q4	$47K	Hold	943	–	–	0.01%	301
2021 Q3	$47K	Hold	943	–	–	0.01%	316
2021 Q2	$47K	Hold	943	–	–	0.01%	313
2021 Q1	$47K	Hold	943	–	–	0.01%	279
2020 Q4	$47K	Buy	+943	New	+$47.9K	0.01%	272

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

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

SOA Wealth Advisors held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 2,013 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #280.

SOA Wealth Advisors first reported a position in JPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $107K in Q1 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

SOA Wealth Advisors held 2,013 shares of JPMorgan Ultra-Short Income ETF worth $102K as of Q2 2026.
SOA Wealth Advisors left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #280 holding.
SOA Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $107K in Q1 2024.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.