Wealth Enhancement Advisory Services
JPST icon

Wealth Enhancement Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Wealth Enhancement Advisory Services’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 		$196M Buy
3,883,899
+241,443
+7% +$12.2M 0.33% 46
2026
Q1 		$184M Sell
3,642,456
-2,053,147
-36% -$104M 0.37% 39
2025
Q4 		$288M Sell
5,695,603
-1,391,192
-20% -$70.5M 0.39% 42
2025
Q3 		$359M Buy
7,086,795
+232,920
+3% +$11.8M 0.54% 28
2025
Q2 		$346M Buy
6,853,875
+1,265,522
+23% +$63.9M 0.57% 28
2025
Q1 		$283M Buy
5,588,353
+506,315
+10% +$25.6M 0.54% 30
2024
Q4 		$256M Sell
5,082,038
-673,112
-12% -$34M 0.49% 35
2024
Q3 		$292M Buy
5,755,150
+1,053,392
+22% +$53.2M 0.63% 28
2024
Q2 		$237M Sell
4,701,758
-131,479
-3% -$6.62M 0.56% 29
2024
Q1 		$244M Buy
4,833,237
+1,317,710
+37% +$66.3M 0.63% 25
2023
Q4 		$177M Buy
3,515,527
+293,360
+9% +$14.7M 0.51% 33
2023
Q3 		$162M Buy
3,222,167
+1,050,421
+48% +$52.6M 0.53% 33
2023
Q2 		$109M Sell
2,171,746
-179,029
-8% -$8.98M 1.17% 20
2023
Q1 		$118M Sell
2,350,775
-1,566,752
-40% -$78.7M 1.38% 18
2022
Q4 		$197M Sell
3,917,527
-129,851
-3% -$6.51M 2.54% 9
2022
Q3 		$203M Buy
4,047,378
+267,774
+7% +$13.4M 2.9% 9
2022
Q2 		$189M Buy
3,779,604
+872,645
+30% +$43.8M 2.64% 9
2022
Q1 		$146M Buy
2,906,959
+109,954
+4% +$5.54M 1.97% 12
2021
Q4 		$141M Buy
2,797,005
+206,880
+8% +$10.5M 2.02% 12
2021
Q3 		$131M Buy
2,590,125
+2,270,764
+711% +$115M 1.93% 12
2021
Q2 		$16.2M Buy
319,361
+13,847
+5% +$703K 0.26% 53
2021
Q1 		$15.5M Buy
+305,514
New +$15.5M 0.28% 51

Other funds holding JPST

CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's JPST Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.6% in Q2 2026, buying an estimated $12.2M and bringing the position to 3,883,899 shares worth $196M. The position accounts for 0.33% of the portfolio, ranked #46.

Wealth Enhancement Advisory Services first reported a position in JPST in Q1 2021 and has held it in 22 quarters since. The position peaked at $359M in Q3 2025. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,883,899 shares of JPMorgan Ultra-Short Income ETF worth $196M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 241,443 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $12.2M.
  • JPMorgan Ultra-Short Income ETF made up 0.33% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #46 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 22 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $359M in Q3 2025.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.