Wealthedge Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Wealthedge Investment 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	$3.18M	Sell	62,784 -3,658	-6%	-$185K	1.08%	29
2026 Q1	$3.36M	Buy	66,442 +19,213	+41%	+$973K	1.24%	26
2025 Q4	$2.39M	Sell	47,229 -121	-0.3%	-$6.13K	0.88%	34
2025 Q3	$2.4M	Buy	47,350 +1,917	+4%	+$97.1K	0.91%	37
2025 Q2	$2.3M	Sell	45,433 -1,215	-3%	-$61.4K	0.96%	27
2025 Q1	$2.36M	Sell	46,648 -327	-0.7%	-$16.5K	1.07%	25
2024 Q4	$2.37M	Buy	+46,975	New	+$2.37M	1.07%	24

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

Wealthedge Investment Advisors's JPST Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.5% in Q2 2026, selling an estimated $185K and leaving 62,784 shares worth $3.18M. The position accounts for 1.08% of the portfolio, ranked #29.

Wealthedge Investment Advisors first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.36M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Wealthedge Investment Advisors held 62,784 shares of JPMorgan Ultra-Short Income ETF worth $3.18M as of Q2 2026.
Wealthedge Investment Advisors sold 3,658 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $185K.
JPMorgan Ultra-Short Income ETF made up 1.08% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #29 holding.
Wealthedge Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Wealthedge Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $3.36M in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.