VisionPoint Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

VisionPoint Advisory Group’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	$325K	Sell	6,428 -198	-3%	-$10K	0.05%	341
2026 Q1	$335K	Sell	6,626 -377	-5%	-$19.1K	0.06%	302
2025 Q4	$354K	Sell	7,003 -201	-3%	-$10.2K	0.07%	270
2025 Q3	$365K	Sell	7,204 -608	-8%	-$30.8K	0.07%	256
2025 Q2	$396K	Sell	7,812 -23,702	-75%	-$1.2M	0.09%	216
2025 Q1	$1.6M	Buy	31,514 +29,325	+1,340%	+$1.48M	0.55%	54
2024 Q4	$110K	Sell	2,189 -30,196	-93%	-$1.53M	0.04%	225
2024 Q3	$1.64M	Sell	32,385 -21,136	-39%	-$1.07M	0.55%	51
2024 Q2	$2.7M	Buy	53,521 +51,862	+3,126%	+$2.61M	0.96%	26
2024 Q1	$83.7K	Sell	1,659 -27	-2%	-$1.36K	0.03%	221
2023 Q4	$84.7K	Sell	1,686 -36,052	-96%	-$1.81M	0.03%	200
2023 Q3	$1.89M	Buy	37,738 +36,028	+2,107%	+$1.81M	0.81%	31
2023 Q2	$85.7K	Buy	+1,710	New	+$85.8K	0.04%	183
2023 Q1	–	Sell	-5,898	Closed	-$296K	–	148
2022 Q4	$296K	Buy	+5,898	New	+$296K	0.12%	103

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

VisionPoint Advisory Group's JPST Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3% in Q2 2026, selling an estimated $10K and leaving 6,428 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #341.

VisionPoint Advisory Group first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.7M in Q2 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

VisionPoint Advisory Group held 6,428 shares of JPMorgan Ultra-Short Income ETF worth $325K as of Q2 2026.
VisionPoint Advisory Group sold 198 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $10K.
JPMorgan Ultra-Short Income ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #341 holding.
VisionPoint Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
VisionPoint Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $2.7M in Q2 2024.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.