United Advisor Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

United Advisor Group’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	$3.35M	Sell	66,338 -8,392	-11%	-$424K	0.35%	73
2026 Q1	$3.78M	Sell	74,730 -21,873	-23%	-$1.11M	0.47%	53
2025 Q4	$4.89M	Sell	96,603 -20,277	-17%	-$1.03M	0.61%	34
2025 Q3	$5.93M	Buy	116,880 +1,822	+2%	+$92.2K	0.8%	26
2025 Q2	$5.83M	Buy	115,058 +1,655	+1%	+$83.6K	1.01%	18
2025 Q1	$5.74M	Sell	113,403 -5,561	-5%	-$281K	1.18%	17
2024 Q4	$5.99M	Buy	118,964 +9,124	+8%	+$461K	1.19%	17
2024 Q3	$5.57M	Buy	109,840 +13,103	+14%	+$662K	1.26%	16
2024 Q2	$4.88M	Sell	96,737 -1,853	-2%	-$93.3K	1.52%	16
2024 Q1	$4.97M	Buy	+98,590	New	+$4.96M	1.87%	10

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

United Advisor Group's JPST Position: Q2 2026 in Review

United Advisor Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q2 2026, selling an estimated $424K and leaving 66,338 shares worth $3.35M. The position accounts for 0.35% of the portfolio, ranked #73.

United Advisor Group first reported a position in JPST in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.99M in Q4 2024. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

United Advisor Group held 66,338 shares of JPMorgan Ultra-Short Income ETF worth $3.35M as of Q2 2026.
United Advisor Group sold 8,392 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $424K.
JPMorgan Ultra-Short Income ETF made up 0.35% of United Advisor Group's portfolio in Q2 2026, its #73 holding.
United Advisor Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's JPMorgan Ultra-Short Income ETF position peaked at $5.99M in Q4 2024.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.