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

USAdvisors 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	$3.38M	Buy	66,925 +4,731	+8%	+$239K	0.97%	34
2026 Q1	$3.15M	Buy	62,194 +1,830	+3%	+$92.7K	1.04%	32
2025 Q4	$3.05M	Buy	60,364 +7,647	+15%	+$387K	1.01%	33
2025 Q3	$2.67M	Buy	52,717 +4,937	+10%	+$250K	0.92%	33
2025 Q2	$2.42M	Buy	47,780 +1,254	+3%	+$63.3K	0.9%	33
2025 Q1	$2.35M	Sell	46,526 -3,313	-7%	-$167K	0.82%	33
2024 Q4	$2.51M	Buy	49,839 +955	+2%	+$48.2K	0.82%	30
2024 Q3	$2.48M	Buy	48,884 +335	+0.7%	+$16.9K	0.87%	32
2024 Q2	$2.45M	Buy	48,549 +1,054	+2%	+$53.1K	0.86%	34
2024 Q1	$2.4M	Buy	47,495 +85	+0.2%	+$4.28K	0.9%	38
2023 Q4	$2.38M	Sell	47,410 -3,008	-6%	-$151K	0.99%	36
2023 Q3	$2.53M	Sell	50,418 -1,284	-2%	-$64.3K	1.13%	31
2023 Q2	$2.59M	Sell	51,702 -7,193	-12%	-$361K	1.23%	28
2023 Q1	$2.96M	Sell	58,895 -34,674	-37%	-$1.74M	1.41%	24
2022 Q4	$4.69M	Sell	93,569 -20,516	-18%	-$1.03M	2.27%	15
2022 Q3	$5.72M	Buy	114,085 +8,486	+8%	+$425K	2.93%	8
2022 Q2	$5.29M	Buy	105,599 +40,933	+63%	+$2.05M	2.65%	10
2022 Q1	$3.25M	Sell	64,666 -557	-0.9%	-$28.1K	1.39%	24
2021 Q4	$3.29M	Buy	65,223 +836	+1%	+$42.3K	1.34%	23
2021 Q3	$3.27M	Sell	64,387 -793	-1%	-$40.2K	1.41%	22
2021 Q2	$3.31M	Sell	65,180 -2,131	-3%	-$108K	1.8%	18
2021 Q1	$3.42M	Sell	67,311 -1,516	-2%	-$77K	1.65%	20
2020 Q4	$3.5M	Buy	68,827 +11,522	+20%	+$585K	1.68%	19
2020 Q3	$2.91K	Buy	57,305 +594	+1%	+$30.2K	0.45%	21
2020 Q2	$2.88M	Buy	56,711 +7,477	+15%	+$377K	1.53%	20
2020 Q1	$2.44M	Sell	49,234 -6,108	-11%	-$307K	1.51%	17
2019 Q4	$2.79M	Buy	+55,342	New	+$2.79M	1.45%	19

Other funds holding JPST

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

USAdvisors Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.6% in Q2 2026, buying an estimated $239K and bringing the position to 66,925 shares worth $3.38M. The position accounts for 0.97% of the portfolio, ranked #34.

USAdvisors Wealth Management first reported a position in JPST in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.72M in Q3 2022. 603 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

USAdvisors Wealth Management held 66,925 shares of JPMorgan Ultra-Short Income ETF worth $3.38M as of Q2 2026.
USAdvisors Wealth Management bought 4,731 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $239K.
JPMorgan Ultra-Short Income ETF made up 0.97% of USAdvisors Wealth Management's portfolio in Q2 2026, its #34 holding.
USAdvisors Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 27 quarters since.
USAdvisors Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $5.72M in Q3 2022.
603 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.