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

Waverly 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	$119M	Buy	2,360,792 +603,601	+34%	+$30.5M	0.69%	30
2026 Q1	$88.9M	Buy	1,757,191 +619,736	+54%	+$31.4M	0.66%	30
2025 Q4	$57.5M	Buy	1,137,455 +525,134	+86%	+$26.6M	0.47%	45
2025 Q3	$31.1M	Buy	612,321 +118,061	+24%	+$5.98M	0.31%	68
2025 Q2	$25M	Buy	494,260 +104,473	+27%	+$5.28M	0.27%	78
2025 Q1	$19.7M	Buy	389,787 +1,522	+0.4%	+$76.9K	0.24%	89
2024 Q4	$19.6M	Buy	388,265 +59,650	+18%	+$3.01M	0.3%	67
2024 Q3	$16.7M	Sell	328,615 -1,985	-0.6%	-$100K	0.31%	61
2024 Q2	$16.7M	Buy	330,600 +2,034	+0.6%	+$102K	0.33%	58
2024 Q1	$16.6M	Buy	+328,566	New	+$16.5M	0.39%	52

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

Waverly Advisors's JPST Position: Q2 2026 in Review

Waverly Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 34% in Q2 2026, buying an estimated $30.5M and bringing the position to 2,360,792 shares worth $119M. The position accounts for 0.69% of the portfolio, ranked #30.

Waverly Advisors first reported a position in JPST in Q1 2024 and has held it in 10 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Waverly Advisors held 2,360,792 shares of JPMorgan Ultra-Short Income ETF worth $119M as of Q2 2026.
Waverly Advisors bought 603,601 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $30.5M.
JPMorgan Ultra-Short Income ETF made up 0.69% of Waverly Advisors's portfolio in Q2 2026, its #30 holding.
Waverly Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and has held it in 10 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.