Wagner Wealth Management (South Carolina)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Wagner Wealth Management (South Carolina)’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	$59.5K	Sell	1,176 -99	-8%	-$5K	0.01%	178
2026 Q1	$64.5K	Buy	1,275 +296	+30%	+$15K	0.01%	182
2025 Q4	$49.5K	Hold	979	–	–	0.01%	179
2025 Q3	$49.7K	Hold	979	–	–	0.01%	167
2025 Q2	$49.6K	Hold	979	–	–	0.01%	166
2025 Q1	$49.6K	Hold	979	–	–	0.01%	155
2024 Q4	$49.3K	Sell	979 -714	-42%	-$36.1K	0.01%	152
2024 Q3	$85.9K	Buy	1,693 +1,106	+188%	+$55.9K	0.02%	125
2024 Q2	$29.6K	Buy	+587	New	+$29.6K	0.01%	185

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

Wagner Wealth Management (South Carolina)'s JPST Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.8% in Q2 2026, selling an estimated $5K and leaving 1,176 shares worth $59.5K. The position accounts for 0.01% of the portfolio, ranked #178.

Wagner Wealth Management (South Carolina) first reported a position in JPST in Q2 2024 and has held it in 9 quarters since. The position peaked at $85.9K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Wagner Wealth Management (South Carolina) held 1,176 shares of JPMorgan Ultra-Short Income ETF worth $59.5K as of Q2 2026.
Wagner Wealth Management (South Carolina) sold 99 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $5K.
JPMorgan Ultra-Short Income ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #178 holding.
Wagner Wealth Management (South Carolina) first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 9 quarters since.
Wagner Wealth Management (South Carolina)'s JPMorgan Ultra-Short Income ETF position peaked at $85.9K in Q3 2024.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.