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

Wealth Advisors of Iowa’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	–	Sell	-99,858	Closed	-$5.05M	–	90
2025 Q4	$5.05M	Sell	99,858 -32,697	-25%	-$1.66M	1.66%	13
2025 Q3	$6.72M	Sell	132,555 -162,773	-55%	-$8.24M	2.29%	10
2025 Q2	$15M	Sell	295,328 -235,427	-44%	-$11.9M	5.59%	8
2025 Q1	$26.9M	Buy	+530,755	New	+$26.8M	11.55%	2
2024 Q2	–	Sell	-11,098	Closed	-$560K	–	61
2024 Q1	$560K	Buy	+11,098	New	+$559K	0.34%	30
2023 Q4	–	Sell	-8,605	Closed	-$432K	–	61
2023 Q3	$432K	Buy	+8,605	New	+$431K	0.3%	29

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

Wealth Advisors of Iowa's JPST Position: Q1 2026 in Review

Wealth Advisors of Iowa sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 99,858 shares — an estimated $5.05M sold.

Wealth Advisors of Iowa first reported a position in JPST in Q3 2023 and held it in 6 quarters. The position peaked at $26.9M in Q1 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Wealth Advisors of Iowa reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Wealth Advisors of Iowa sold 99,858 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $5.05M.
Wealth Advisors of Iowa first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and held it in 6 quarters.
Wealth Advisors of Iowa's JPMorgan Ultra-Short Income ETF position peaked at $26.9M in Q1 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

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