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

VCI 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	$17.3M	Sell	342,342 -3,408	-1%	-$172K	4.34%	4
2026 Q1	$17.5M	Buy	345,750 +38,489	+13%	+$1.95M	4.85%	3
2025 Q4	$15.5M	Buy	307,261 +28,013	+10%	+$1.42M	4.32%	6
2025 Q3	$14.2M	Buy	279,248 +17,282	+7%	+$875K	4.3%	5
2025 Q2	$13.3M	Buy	261,966 +31,181	+14%	+$1.57M	4.65%	4
2025 Q1	$11.7M	Buy	230,785 +17,860	+8%	+$902K	4.9%	2
2024 Q4	$10.7M	Buy	212,925 +29,388	+16%	+$1.48M	4.55%	4
2024 Q3	$9.31M	Buy	183,537 +18,879	+11%	+$954K	4.15%	6
2024 Q2	$8.31M	Buy	164,658 +46,641	+40%	+$2.35M	4.11%	4
2024 Q1	$5.95M	Sell	118,017 -13,914	-11%	-$701K	4.03%	4
2023 Q4	$6.63M	Buy	+131,931	New	+$6.62M	4.03%	4

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

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

VCI Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.99% in Q2 2026, selling an estimated $172K and leaving 342,342 shares worth $17.3M. The position accounts for 4.34% of the portfolio, ranked #4.

VCI Wealth Management first reported a position in JPST in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.5M in Q1 2026. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

VCI Wealth Management held 342,342 shares of JPMorgan Ultra-Short Income ETF worth $17.3M as of Q2 2026.
VCI Wealth Management sold 3,408 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $172K.
JPMorgan Ultra-Short Income ETF made up 4.34% of VCI Wealth Management's portfolio in Q2 2026, its #4 holding.
VCI Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 11 quarters since.
VCI Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $17.5M in Q1 2026.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.