Wealthspire Advisors (New York)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$2.74M	Sell	54,168 -5,013	-8%	-$254K	0.02%	239
2025 Q4	$2.99M	Buy	59,181 +13,650	+30%	+$692K	0.02%	230
2025 Q3	$2.31M	Buy	45,531 +197	+0.4%	+$9.97K	0.01%	256
2025 Q2	$2.3M	Sell	45,334 -7,479	-14%	-$378K	0.01%	262
2025 Q1	$2.67M	Sell	52,813 -29,043	-35%	-$1.47M	0.02%	229
2024 Q4	$4.12M	Buy	+81,856	New	+$4.13M	0.04%	156
2023 Q3	–	Sell	-27,513	Closed	-$1.38M	–	609
2023 Q2	$1.38M	Buy	+27,513	New	+$1.38M	0.02%	203

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s JPST Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.5% in Q1 2026, selling an estimated $254K and leaving 54,168 shares worth $2.74M. The position accounts for 0.02% of the portfolio, ranked #239.

Wealthspire Advisors (New York) first reported a position in JPST in Q2 2023 and has held it in 7 quarters since. The position peaked at $4.12M in Q4 2024. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Wealthspire Advisors (New York) held 54,168 shares of JPMorgan Ultra-Short Income ETF worth $2.74M as of Q1 2026.
Wealthspire Advisors (New York) sold 5,013 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $254K.
JPMorgan Ultra-Short Income ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #239 holding.
Wealthspire Advisors (New York) first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s JPMorgan Ultra-Short Income ETF position peaked at $4.12M in Q4 2024.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.