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Soltis Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Soltis 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
Q1 		$19.3M Sell
380,492
-47,304
-11% -$2.4M 1.21% 12
2025
Q4 		$21.6M Sell
427,796
-35,857
-8% -$1.82M 1.43% 9
2025
Q3 		$23.5M Sell
463,653
-23,791
-5% -$1.2M 1.63% 7
2025
Q2 		$24.7M Sell
487,444
-6,647
-1% -$336K 1.94% 8
2025
Q1 		$25M Buy
494,091
+7,053
+1% +$356K 2.24% 7
2024
Q4 		$24.5M Sell
487,038
-10,784
-2% -$545K 2.27% 7
2024
Q3 		$25.3M Sell
497,822
-38,611
-7% -$1.95M 2.47% 6
2024
Q2 		$27.1M Sell
536,433
-39,423
-7% -$1.99M 2.87% 4
2024
Q1 		$29.1M Sell
575,856
-144,284
-20% -$7.26M 3.25% 3
2023
Q4 		$36.2M Sell
720,140
-68,108
-9% -$3.42M 4.08% 3
2023
Q3 		$39.6M Sell
788,248
-430,357
-35% -$21.6M 5.09% 1
2023
Q2 		$61.1M Buy
1,218,605
+148,450
+14% +$7.45M 7.1% 1
2023
Q1 		$53.9M Sell
1,070,155
-81,551
-7% -$4.1M 6.85% 1
2022
Q4 		$57.7M Buy
1,151,706
+659,655
+134% +$33.1M 7.6% 1
2022
Q3 		$24.7M Sell
492,051
-36,189
-7% -$1.81M 3.71% 3
2022
Q2 		$26.5M Sell
528,240
-110,364
-17% -$5.54M 3.84% 3
2022
Q1 		$32.1M Buy
638,604
+7,050
+1% +$355K 4.46% 3
2021
Q4 		$31.9M Buy
631,554
+47,110
+8% +$2.38M 4.5% 3
2021
Q3 		$29.6M Buy
+584,444
New +$29.6M 4.59% 3
2020
Q4 		– Sell
-7,229
Closed -$367K – 222
2020
Q3 		$367K Sell
7,229
-658
-8% -$33.4K 0.09% 150
2020
Q2 		$400K Buy
7,887
+130
+2% +$6.55K 0.1% 132
2020
Q1 		$385K Buy
+7,757
New +$390K 0.12% 94

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Soltis Investment Advisors's JPST Position: Q1 2026 in Review

Soltis Investment Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q1 2026, selling an estimated $2.4M and leaving 380,492 shares worth $19.3M. The position accounts for 1.21% of the portfolio, ranked #12.

Soltis Investment Advisors first reported a position in JPST in Q1 2020 and has held it in 22 quarters since. The position peaked at $61.1M in Q2 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Soltis Investment Advisors held 380,492 shares of JPMorgan Ultra-Short Income ETF worth $19.3M as of Q1 2026.
  • Soltis Investment Advisors sold 47,304 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $2.4M.
  • JPMorgan Ultra-Short Income ETF made up 1.21% of Soltis Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • Soltis Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 22 quarters since.
  • Soltis Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $61.1M in Q2 2023.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.