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 Q2	$7.51M	Sell	148,582 -84,354	-36%	-$4.26M	2.3%	13
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 $1.81T 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

Wealth Advisors of Tampa Bay's JPST Position: Q2 2026 in Review

Wealth Advisors of Tampa Bay reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 36% in Q2 2026, selling an estimated $4.26M and leaving 148,582 shares worth $7.51M. The position accounts for 2.3% of the portfolio, ranked #13.

Wealth Advisors of Tampa Bay first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.8M in Q1 2026. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Wealth Advisors of Tampa Bay held 148,582 shares of JPMorgan Ultra-Short Income ETF worth $7.51M as of Q2 2026.
Wealth Advisors of Tampa Bay sold 84,354 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $4.26M.
JPMorgan Ultra-Short Income ETF made up 2.3% of Wealth Advisors of Tampa Bay's portfolio in Q2 2026, its #13 holding.
Wealth Advisors of Tampa Bay first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
Wealth Advisors of Tampa Bay's JPMorgan Ultra-Short Income ETF position peaked at $11.8M in Q1 2026.
1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2026, filed 14 Aug 2026.