Spire Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Spire Wealth Management’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	$24.4M	Sell	482,831 -14,942	-3%	-$755K	0.74%	28
2026 Q1	$25.2M	Sell	497,773 -18,229	-4%	-$923K	0.86%	19
2025 Q4	$26.1M	Sell	516,002 -916,529	-64%	-$46.4M	0.87%	17
2025 Q3	$72.7M	Sell	1,432,531 -258,013	-15%	-$13.1M	2.47%	4
2025 Q2	$85.7M	Sell	1,690,544 -447,235	-21%	-$22.6M	3.08%	4
2025 Q1	$108M	Sell	2,137,779 -65,896	-3%	-$3.33M	3.47%	3
2024 Q4	$111M	Buy	2,203,675 +179,975	+9%	+$9.09M	3.45%	3
2024 Q3	$103M	Buy	2,023,700 +508,268	+34%	+$25.7M	3.46%	3
2024 Q2	$76.5M	Buy	1,515,432 +1,022,638	+208%	+$51.5M	2.7%	6
2024 Q1	$24.9M	Sell	492,794 -1,103,971	-69%	-$55.6M	0.45%	43
2023 Q4	$80.4M	Sell	1,596,765 -68,001	-4%	-$3.41M	2.66%	4
2023 Q3	$83.5M	Sell	1,664,766 -417,798	-20%	-$20.9M	3.18%	3
2023 Q2	$104M	Sell	2,082,564 -224,134	-10%	-$11.2M	3.86%	3
2023 Q1	$116M	Buy	2,306,698 +1,137,286	+97%	+$57.2M	4.52%	1
2022 Q4	$58.6M	Buy	1,169,412 +103,739	+10%	+$5.2M	3.3%	2
2022 Q3	$53.5M	Buy	1,065,673 +39,938	+4%	+$2M	3.25%	3
2022 Q2	$51.4M	Buy	1,025,735 +144,030	+16%	+$7.23M	2.12%	4
2022 Q1	$44.4M	Buy	881,705 +177,603	+25%	+$8.95M	1.19%	12
2021 Q4	$35.5M	Buy	704,102 +647,124	+1,136%	+$32.7M	0.79%	19
2021 Q3	$2.89M	Sell	56,978 -3,215	-5%	-$163K	0.08%	230
2021 Q2	$3.05M	Sell	60,193 -1,157,120	-95%	-$58.7M	0.08%	222
2021 Q1	$62.3M	Buy	+1,217,313	New	+$61.8M	1.66%	5

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

Spire Wealth Management's JPST Position: Q2 2026 in Review

Spire Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3% in Q2 2026, selling an estimated $755K and leaving 482,831 shares worth $24.4M. The position accounts for 0.74% of the portfolio, ranked #28.

Spire Wealth Management first reported a position in JPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $116M in Q1 2023. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Spire Wealth Management held 482,831 shares of JPMorgan Ultra-Short Income ETF worth $24.4M as of Q2 2026.
Spire Wealth Management sold 14,942 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $755K.
JPMorgan Ultra-Short Income ETF made up 0.74% of Spire Wealth Management's portfolio in Q2 2026, its #28 holding.
Spire Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $116M in Q1 2023.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.