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VestGen Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

VestGen 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 		$317K Buy
6,261
+450
+8% +$22.7K 0.01% 825
2026
Q1 		$293K Sell
5,811
-1,331
-19% -$67.4K 0.01% 849
2025
Q4 		$361K Sell
7,142
-10,932
-60% -$554K 0.02% 551
2025
Q3 		$917K Sell
18,074
-1,697
-9% -$85.9K 0.03% 382
2025
Q2 		$1M Buy
19,771
+8,002
+68% +$404K 0.04% 327
2025
Q1 		$596K Buy
+11,769
New +$594K 0.03% 364

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

VestGen Advisors's JPST Position: Q2 2026 in Review

VestGen Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.7% in Q2 2026, buying an estimated $22.7K and bringing the position to 6,261 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #825.

VestGen Advisors first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $1M in Q2 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • VestGen Advisors held 6,261 shares of JPMorgan Ultra-Short Income ETF worth $317K as of Q2 2026.
  • VestGen Advisors bought 450 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $22.7K.
  • JPMorgan Ultra-Short Income ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #825 holding.
  • VestGen Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1M in Q2 2025.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.