WCFA
JPST icon

Walkner Condon Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Walkner Condon Financial 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 		$5.7M Buy
112,722
+16,908
+18% +$854K 0.65% 36
2026
Q1 		$4.85M Buy
95,814
+13,050
+16% +$661K 0.64% 36
2025
Q4 		$4.19M Buy
82,764
+10,799
+15% +$547K 0.58% 35
2025
Q3 		$3.65M Buy
71,965
+8,297
+13% +$420K 0.58% 42
2025
Q2 		$3.23M Buy
63,668
+7,125
+13% +$360K 0.59% 44
2025
Q1 		$2.86M Sell
56,543
-41,373
-42% -$2.09M 0.58% 44
2024
Q4 		$4.93M Sell
97,916
-683
-0.7% -$34.5K 1% 25
2024
Q3 		$5M Sell
98,599
-263
-0.3% -$13.3K 1.02% 26
2024
Q2 		$4.99M Sell
98,862
-15,629
-14% -$787K 1.08% 27
2024
Q1 		$5.78M Buy
114,491
+24,604
+27% +$1.24M 1.23% 20
2023
Q4 		$4.52M Sell
89,887
-22,832
-20% -$1.15M 1.03% 26
2023
Q3 		$5.66M Sell
112,719
-6,106
-5% -$306K 1.5% 18
2023
Q2 		$5.96M Buy
118,825
+1,053
+0.9% +$52.8K 1.58% 17
2023
Q1 		$5.93M Sell
117,772
-13,826
-11% -$695K 1.66% 17
2022
Q4 		$6.6M Buy
131,598
+27,616
+27% +$1.38M 1.97% 14
2022
Q3 		$5.22M Buy
103,982
+29,454
+40% +$1.48M 1.68% 17
2022
Q2 		$3.73M Sell
74,528
-256
-0.3% -$12.8K 1.17% 22
2022
Q1 		$3.76M Buy
+74,784
New +$3.77M 1.07% 28
2021
Q4 		– Sell
-32,424
Closed -$1.63M – 152
2021
Q3 		$1.63M Buy
32,424
+2,571
+9% +$130K 0.8% 31
2021
Q2 		$1.51M Buy
29,853
+12,749
+75% +$647K 0.55% 42
2021
Q1 		$868K Buy
17,104
+7,103
+71% +$361K 0.34% 67
2020
Q4 		$508K Buy
10,001
+3,637
+57% +$185K 0.22% 82
2020
Q3 		$323K Buy
+6,364
New +$323K 0.17% 96

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

Walkner Condon Financial Advisors's JPST Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 18% in Q2 2026, buying an estimated $854K and bringing the position to 112,722 shares worth $5.7M. The position accounts for 0.65% of the portfolio, ranked #36.

Walkner Condon Financial Advisors first reported a position in JPST in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.6M in Q4 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Walkner Condon Financial Advisors held 112,722 shares of JPMorgan Ultra-Short Income ETF worth $5.7M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 16,908 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $854K.
  • JPMorgan Ultra-Short Income ETF made up 0.65% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • Walkner Condon Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 23 quarters since.
  • Walkner Condon Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $6.6M in Q4 2022.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.