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

WCG Wealth 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 Q1	$22.9M	Sell	451,530 -230,660	-34%	-$11.7M	0.64%	39
2025 Q4	$34.5M	Buy	682,190 +427,838	+168%	+$21.7M	0.97%	25
2025 Q3	$12.9M	Sell	254,352 -35,252	-12%	-$1.78M	0.81%	35
2025 Q2	$14.7M	Buy	289,604 +66,337	+30%	+$3.35M	0.95%	26
2025 Q1	$11.3M	Sell	223,267 -34,151	-13%	-$1.73M	0.86%	31
2024 Q4	$13M	Buy	257,418 +20,810	+9%	+$1.05M	0.86%	29
2024 Q3	$12M	Sell	236,608 -29,824	-11%	-$1.51M	0.81%	35
2024 Q2	$13.4M	Sell	266,432 -45,981	-15%	-$2.32M	1%	24
2024 Q1	$15.8M	Sell	312,413 -13,938	-4%	-$702K	1.32%	19
2023 Q4	$16.4M	Sell	326,351 -54,138	-14%	-$2.72M	1.2%	20
2023 Q3	$19.7M	Buy	380,489 +54,490	+17%	+$2.73M	1.44%	16
2023 Q2	$16.3M	Buy	325,999 +139	+0%	+$6.98K	1.91%	13
2023 Q1	$16.4M	Buy	325,860 +19,583	+6%	+$984K	2.1%	11
2022 Q4	$15.4M	Buy	306,277 +297,701	+3,471%	+$14.9M	2.11%	11
2022 Q3	$430K	Sell	8,576 -1,785	-17%	-$89.5K	0.06%	197
2022 Q2	$519K	Buy	+10,361	New	+$520K	0.07%	165

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCG Wealth Advisors's JPST Position: Q1 2026 in Review

WCG Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 34% in Q1 2026, selling an estimated $11.7M and leaving 451,530 shares worth $22.9M. The position accounts for 0.64% of the portfolio, ranked #39.

WCG Wealth Advisors first reported a position in JPST in Q2 2022 and has held it in 16 quarters since. The position peaked at $34.5M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

WCG Wealth Advisors held 451,530 shares of JPMorgan Ultra-Short Income ETF worth $22.9M as of Q1 2026.
WCG Wealth Advisors sold 230,660 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $11.7M.
JPMorgan Ultra-Short Income ETF made up 0.64% of WCG Wealth Advisors's portfolio in Q1 2026, its #39 holding.
WCG Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 16 quarters since.
WCG Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $34.5M in Q4 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.