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
Q3 		$189M Sell
3,751,722
-132,177
-3% -$6.67M 0.28% 50
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Wealth Enhancement Advisory Services's JPST Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.4% in Q3 2026, selling an estimated $6.67M and leaving 3,751,722 shares worth $189M. The position accounts for 0.28% of the portfolio, ranked #50.

Wealth Enhancement Advisory Services first reported a position in JPST in Q1 2021 and has held it in 23 quarters since. The position peaked at $359M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Wealth Enhancement Advisory Services held 3,751,722 shares of JPMorgan Ultra-Short Income ETF worth $189M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 132,177 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $6.67M.
  • JPMorgan Ultra-Short Income ETF made up 0.28% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #50 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 23 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $359M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.