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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
Q2 		$18.9M Sell
374,519
-5,973
-2% -$302K 1.05% 12
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 $1.81T 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

Soltis Investment Advisors's JPST Position: Q2 2026 in Review

Soltis Investment Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.6% in Q2 2026, selling an estimated $302K and leaving 374,519 shares worth $18.9M. The position accounts for 1.05% of the portfolio, ranked #12.

Soltis Investment Advisors first reported a position in JPST in Q1 2020 and has held it in 23 quarters since. The position peaked at $61.1M in Q2 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Soltis Investment Advisors held 374,519 shares of JPMorgan Ultra-Short Income ETF worth $18.9M as of Q2 2026.
  • Soltis Investment Advisors sold 5,973 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $302K.
  • JPMorgan Ultra-Short Income ETF made up 1.05% of Soltis Investment Advisors's portfolio in Q2 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 23 quarters since.
  • Soltis Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $61.1M in Q2 2023.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.