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

Wealth Preservation Advisors’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	–	Sell	-32	Closed	-$1.62K	–	508
2026 Q1	$1.62K	Hold	32	–	–	﹤0.01%	623
2025 Q4	$1.62K	Hold	32	–	–	﹤0.01%	541
2025 Q3	$1.62K	Hold	32	–	–	﹤0.01%	518
2025 Q2	$1.62K	Hold	32	–	–	﹤0.01%	514
2025 Q1	$1.62K	Buy	+32	New	+$1.62K	﹤0.01%	492

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 Preservation Advisors's JPST Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 32 shares — an estimated $1.62K sold.

Wealth Preservation Advisors first reported a position in JPST in Q1 2025 and held it in 5 quarters. The position peaked at $1.62K in Q3 2025. 1,197 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Wealth Preservation Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 32 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.62K.
Wealth Preservation Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and held it in 5 quarters.
Wealth Preservation Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.62K in Q3 2025.
1,197 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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