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

Wallace 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 Q3	$1.4M	Buy	+27,783	New	+$1.4M	1.35%	17
2025 Q3	–	Sell	-29,358	Closed	-$1.49M	–	177
2025 Q2	$1.49M	Sell	29,358 -156	-0.5%	-$7.88K	1.08%	20
2025 Q1	$1.49M	Sell	29,514 -602	-2%	-$30.4K	1.03%	20
2024 Q4	$1.53M	Sell	30,116 -2,094	-7%	-$106K	1.06%	19
2024 Q3	$1.63M	Sell	32,210 -2,140	-6%	-$108K	1.19%	18
2024 Q2	$1.73M	Sell	34,350 -3,715	-10%	-$187K	1.25%	16
2024 Q1	$1.91M	Sell	38,065 -5,247	-12%	-$264K	1.44%	12
2023 Q4	$2.17M	Sell	43,312 -1,415	-3%	-$71K	1.7%	12
2023 Q3	$2.24M	Buy	44,727 +15,609	+54%	+$782K	1.61%	13
2023 Q2	$1.47M	Hold	29,118	–	–	1.11%	16
2023 Q1	$1.47M	Buy	29,118 +8,965	+44%	+$451K	1.11%	16
2022 Q4	$1.01M	Buy	+20,153	New	+$1.01M	0.8%	25

Other funds holding JPST

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Wallace Advisory Group's JPST Position: Q3 2026 in Review

Wallace Advisory Group opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2026: 27,783 shares worth $1.4M. The stake represents 1.35% of the portfolio and ranks #17 among its holdings. This is a return to the name: Wallace Advisory Group previously reported a position in JPST as recently as Q2 2025.

Wallace Advisory Group first reported a position in JPST in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.24M in Q3 2023. 1,117 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Wallace Advisory Group held 27,783 shares of JPMorgan Ultra-Short Income ETF worth $1.4M as of Q3 2026.
JPMorgan Ultra-Short Income ETF was a new Wallace Advisory Group position in Q3 2026.
JPMorgan Ultra-Short Income ETF made up 1.35% of Wallace Advisory Group's portfolio in Q3 2026, its #17 holding.
Wallace Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 12 quarters since.
Wallace Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $2.24M in Q3 2023.
1,117 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Wallace Advisory Group's 13F filing for Q3 2026, filed 13 Nov 2026.