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

Wealth Advisors of Tampa Bay’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	$11.8M	Buy	232,936 +35,492	+18%	+$1.8M	3.9%	3
2025 Q4	$9.99M	Sell	197,444 -1,385	-0.7%	-$70.2K	3.45%	5
2025 Q3	$10.1M	Buy	198,829 +33,583	+20%	+$1.7M	3.36%	4
2025 Q2	$8.37M	Buy	165,246 +76,253	+86%	+$3.85M	3.16%	5
2025 Q1	$4.51M	Buy	+88,993	New	+$4.5M	1.83%	20

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 $17.8B AUM 24.16% 1-Year Est. Return

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

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

Wealth Advisors of Tampa Bay increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 18% in Q1 2026, buying an estimated $1.8M and bringing the position to 232,936 shares worth $11.8M. The position accounts for 3.9% of the portfolio, ranked #3.

Wealth Advisors of Tampa Bay first reported a position in JPST in Q1 2025 and has held it in 5 quarters since. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Wealth Advisors of Tampa Bay held 232,936 shares of JPMorgan Ultra-Short Income ETF worth $11.8M as of Q1 2026.
Wealth Advisors of Tampa Bay bought 35,492 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.8M.
JPMorgan Ultra-Short Income ETF made up 3.9% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #3 holding.
Wealth Advisors of Tampa Bay first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 5 quarters since.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.