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

Stratos 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 		$8.02M Sell
158,574
-578
-0.4% -$29.2K 0.44% 54
2026
Q1 		$8.05M Sell
159,152
-7,255
-4% -$367K 0.49% 53
2025
Q4 		$8.42M Sell
166,407
-3,354
-2% -$170K 0.41% 64
2025
Q3 		$8.61M Buy
169,761
+34,667
+26% +$1.76M 0.41% 61
2025
Q2 		$6.85M Buy
135,094
+42,241
+45% +$2.13M 0.36% 75
2025
Q1 		$4.7M Buy
92,853
+4,154
+5% +$210K 0.26% 93
2024
Q4 		$4.47M Buy
88,699
+2,068
+2% +$104K 0.21% 107
2024
Q3 		$4.4M Sell
86,631
-34,243
-28% -$1.73M 0.2% 110
2024
Q2 		$6.1M Sell
120,874
-19,843
-14% -$999K 0.3% 79
2024
Q1 		$7.1M Buy
140,717
+32,155
+30% +$1.62M 0.42% 62
2023
Q4 		$5.45M Buy
108,562
+7,690
+8% +$386K 0.31% 86
2023
Q3 		$5.06M Buy
100,872
+23,722
+31% +$1.19M 0.33% 80
2023
Q2 		$3.87M Buy
77,150
+55,531
+257% +$2.79M 0.27% 104
2023
Q1 		$1.09M Buy
21,619
+162
+0.8% +$8.14K 0.08% 265
2022
Q4 		$1.08M Sell
21,457
-101
-0.5% -$5.06K 0.09% 273
2022
Q3 		$1.08M Sell
21,558
-11,349
-34% -$569K 0.11% 235
2022
Q2 		$1.65M Sell
32,907
-515
-2% -$25.8K 0.15% 179
2022
Q1 		$1.68M Sell
33,422
-15,607
-32% -$786K 0.14% 189
2021
Q4 		$2.48M Buy
49,029
+27,674
+130% +$1.4M 0.18% 159
2021
Q3 		$1.08M Buy
21,355
+2,014
+10% +$102K 0.09% 240
2021
Q2 		$981K Buy
19,341
+1,058
+6% +$53.7K 0.09% 242
2021
Q1 		$928K Buy
18,283
+5,965
+48% +$303K 0.1% 222
2020
Q4 		$626K Buy
12,318
+1,600
+15% +$81.3K 0.09% 218
2020
Q3 		$544K Buy
10,718
+2,693
+34% +$137K 0.13% 172
2020
Q2 		$407K Buy
8,025
+18
+0.2% +$907 0.12% 165
2020
Q1 		$398K Buy
+8,007
New +$403K 0.28% 87

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

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

Stratos Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.36% in Q2 2026, selling an estimated $29.2K and leaving 158,574 shares worth $8.02M. The position accounts for 0.44% of the portfolio, ranked #54.

Stratos Wealth Advisors first reported a position in JPST in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.61M in Q3 2025. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Stratos Wealth Advisors held 158,574 shares of JPMorgan Ultra-Short Income ETF worth $8.02M as of Q2 2026.
  • Stratos Wealth Advisors sold 578 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $29.2K.
  • JPMorgan Ultra-Short Income ETF made up 0.44% of Stratos Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Stratos Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 26 quarters since.
  • Stratos Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $8.61M in Q3 2025.
  • 1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.