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

Visionary Wealth 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	$210K	Buy	+4,152	New	+$210K	0.01%	638
2025 Q1	–	Sell	-4,675	Closed	-$235K	–	551
2024 Q4	$235K	Sell	4,675 -717	-13%	-$36.2K	0.01%	490
2024 Q3	$274K	Sell	5,392 -51	-0.9%	-$2.58K	0.02%	452
2024 Q2	$275K	Sell	5,443 -3,217	-37%	-$162K	0.02%	427
2024 Q1	$437K	Sell	8,660 -20	-0.2%	-$1.01K	0.03%	344
2023 Q4	$436K	Sell	8,680 -4,824	-36%	-$242K	0.03%	338
2023 Q3	$678K	Buy	13,504 +624	+5%	+$31.3K	0.05%	252
2023 Q2	$646K	Buy	+12,880	New	+$646K	0.05%	257
2021 Q3	–	Sell	-4,031	Closed	-$205K	–	339
2021 Q2	$205K	Sell	4,031 -8,464	-68%	-$429K	0.02%	318
2021 Q1	$634K	Sell	12,495 -1,473	-11%	-$74.8K	0.07%	174
2020 Q4	$709K	Sell	13,968 -3,030	-18%	-$154K	0.08%	163
2020 Q3	$863K	Buy	16,998 +1,414	+9%	+$71.9K	0.12%	127
2020 Q2	$791K	Buy	+15,584	New	+$785K	0.12%	128

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

Visionary Wealth Advisors's JPST Position: Q2 2026 in Review

Visionary Wealth Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 4,152 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #638 among its holdings. This is a return to the name: Visionary Wealth Advisors previously reported a position in JPST as recently as Q4 2024.

Visionary Wealth Advisors first reported a position in JPST in Q2 2020 and has held it in 13 quarters since. The position peaked at $863K in Q3 2020. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Visionary Wealth Advisors held 4,152 shares of JPMorgan Ultra-Short Income ETF worth $210K as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Visionary Wealth Advisors position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #638 holding.
Visionary Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 13 quarters since.
Visionary Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $863K in Q3 2020.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.