WealthCare Investment Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

WealthCare Investment Partners’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	$270K	Buy	5,335 +335	+7%	+$16.9K	0.07%	172
2026 Q1	$253K	Sell	5,000 -1,311	-21%	-$66.4K	0.07%	169
2025 Q4	$319K	Sell	6,311 -1,632	-21%	-$82.7K	0.09%	144
2025 Q3	$402K	Sell	7,943 -524	-6%	-$26.5K	0.13%	121
2025 Q2	$428K	Sell	8,467 -426	-5%	-$21.5K	0.15%	114
2025 Q1	$449K	Sell	8,893 -26	-0.3%	-$1.31K	0.19%	101
2024 Q4	$449K	Sell	8,919 -13,733	-61%	-$694K	0.2%	99
2024 Q3	$1.14M	Sell	22,652 -5,058	-18%	-$256K	0.5%	53
2024 Q2	$1.4M	Sell	27,710 -873	-3%	-$44K	0.65%	39
2024 Q1	$1.44M	Sell	28,583 -5,808	-17%	-$292K	0.7%	39
2023 Q4	$1.73M	Buy	34,391 +2,135	+7%	+$107K	0.94%	29
2023 Q3	$1.61M	Sell	32,256 -16,322	-34%	-$818K	0.98%	31
2023 Q2	$2.43M	Sell	48,578 -54,180	-53%	-$2.72M	1.46%	18
2023 Q1	$5.17M	Sell	102,758 -58,568	-36%	-$2.94M	3.13%	7
2022 Q4	$8.09M	Buy	161,326 +49,612	+44%	+$2.49M	5.51%	3
2022 Q3	$5.6M	Buy	111,714 +55,674	+99%	+$2.79M	4.64%	4
2022 Q2	$2.81M	Buy	+56,040	New	+$2.81M	2.4%	7

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

WealthCare Investment Partners's JPST Position: Q2 2026 in Review

WealthCare Investment Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.7% in Q2 2026, buying an estimated $16.9K and bringing the position to 5,335 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #172.

WealthCare Investment Partners first reported a position in JPST in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.09M in Q4 2022. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

WealthCare Investment Partners held 5,335 shares of JPMorgan Ultra-Short Income ETF worth $270K as of Q2 2026.
WealthCare Investment Partners bought 335 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $16.9K.
JPMorgan Ultra-Short Income ETF made up 0.07% of WealthCare Investment Partners's portfolio in Q2 2026, its #172 holding.
WealthCare Investment Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 17 quarters since.
WealthCare Investment Partners's JPMorgan Ultra-Short Income ETF position peaked at $8.09M in Q4 2022.
1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.