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United Capital Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

United Capital Financial 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 		$59.7M Sell
1,181,875
-67,941
-5% -$3.43M 0.33% 56
2026
Q1 		$63.2M Sell
1,249,816
-131,024
-9% -$6.64M 0.39% 45
2025
Q4 		$69.9M Buy
1,380,840
+229,945
+20% +$11.7M 0.42% 44
2025
Q3 		$58.4M Buy
1,150,895
+15,325
+1% +$776K 0.42% 49
2025
Q2 		$57.6M Sell
1,135,570
-19,846
-2% -$1M 0.46% 42
2025
Q1 		$58.5M Buy
1,155,416
+129,958
+13% +$6.56M 0.5% 39
2024
Q4 		$51.7M Sell
1,025,458
-14,557
-1% -$735K 0.44% 49
2024
Q3 		$52.8M Buy
1,040,015
+8,028
+0.8% +$406K 0.43% 53
2024
Q2 		$52.1M Buy
1,031,987
+34,475
+3% +$1.74M 0.45% 49
2024
Q1 		$50.3M Sell
997,512
-4,249
-0.4% -$214K 0.41% 53
2023
Q4 		$50.3M Sell
1,001,761
-290,998
-23% -$14.6M 0.42% 50
2023
Q3 		$64.9M Sell
1,292,759
-90,505
-7% -$4.53M 0.43% 48
2023
Q2 		$69.4M Sell
1,383,264
-103,688
-7% -$5.2M 0.38% 50
2023
Q1 		$74.8M Sell
1,486,952
-9,466
-0.6% -$476K 0.42% 45
2022
Q4 		$75M Sell
1,496,418
-74,730
-5% -$3.75M 0.42% 48
2022
Q3 		$78.8M Buy
1,571,148
+146,390
+10% +$7.34M 0.47% 39
2022
Q2 		$71.4M Buy
1,424,758
+50,989
+4% +$2.56M 0.39% 47
2022
Q1 		$69.1M Buy
1,373,769
+381,793
+38% +$19.2M 0.34% 61
2021
Q4 		$50.1M Buy
991,976
+58,631
+6% +$2.97M 0.23% 94
2021
Q3 		$47.3M Buy
933,345
+80,999
+10% +$4.11M 0.24% 85
2021
Q2 		$43.2M Buy
852,346
+99,301
+13% +$5.04M 0.22% 97
2021
Q1 		$38.2M Buy
753,045
+108,369
+17% +$5.5M 0.21% 104
2020
Q4 		$32.7M Buy
644,676
+122,181
+23% +$6.2M 0.2% 110
2020
Q3 		$26.5M Buy
522,495
+268,591
+106% +$13.6M 0.17% 138
2020
Q2 		$12.9M Buy
253,904
+4,335
+2% +$218K 0.09% 217
2020
Q1 		$12.4M Buy
249,569
+37,268
+18% +$1.87M 0.1% 200
2019
Q4 		$10.7M Buy
212,301
+136,410
+180% +$6.89M 0.07% 302
2019
Q3 		$3.83M Sell
75,891
-4,662
-6% -$235K 0.03% 472
2019
Q2 		$4.06M Buy
80,553
+14,615
+22% +$736K 0.03% 460
2019
Q1 		$3.32M Buy
65,938
+31,614
+92% +$1.59M 0.02% 490
2018
Q4 		$1.72M Buy
+34,324
New +$1.72M 0.01% 592

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

United Capital Financial Advisors's JPST Position: Q2 2026 in Review

United Capital Financial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.4% in Q2 2026, selling an estimated $3.43M and leaving 1,181,875 shares worth $59.7M. The position accounts for 0.33% of the portfolio, ranked #56.

United Capital Financial Advisors first reported a position in JPST in Q4 2018 and has held it in 31 quarters since. The position peaked at $78.8M in Q3 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • United Capital Financial Advisors held 1,181,875 shares of JPMorgan Ultra-Short Income ETF worth $59.7M as of Q2 2026.
  • United Capital Financial Advisors sold 67,941 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.43M.
  • JPMorgan Ultra-Short Income ETF made up 0.33% of United Capital Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • United Capital Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 31 quarters since.
  • United Capital Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $78.8M in Q3 2022.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.