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

TRUE Private 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	$809K	Sell	16,003 -939	-6%	-$47.4K	0.07%	140
2026 Q1	$857K	Buy	16,942 +5,639	+50%	+$286K	0.08%	131
2025 Q4	$572K	Buy	+11,303	New	+$573K	0.06%	146
2018 Q4	–	Sell	-2,000	Closed	-$101K	–	605
2018 Q3	$101K	Buy	+2,000	New	+$100K	0.01%	360

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

TRUE Private Wealth Advisors's JPST Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.5% in Q2 2026, selling an estimated $47.4K and leaving 16,003 shares worth $809K. The position accounts for 0.07% of the portfolio, ranked #140.

TRUE Private Wealth Advisors first reported a position in JPST in Q3 2018 and has held it in 4 quarters since. The position peaked at $857K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

TRUE Private Wealth Advisors held 16,003 shares of JPMorgan Ultra-Short Income ETF worth $809K as of Q2 2026.
TRUE Private Wealth Advisors sold 939 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $47.4K.
JPMorgan Ultra-Short Income ETF made up 0.07% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #140 holding.
TRUE Private Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 4 quarters since.
TRUE Private Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $857K in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.