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WESPAC Advisors SoCal’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

WESPAC Advisors SoCal’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
-39,450
Closed -$2M – 128
2026
Q1 		$2M Hold
39,450
– – 0.42% 55
2025
Q4 		$2M Hold
39,450
– – 0.4% 58
2025
Q3 		$2M Buy
+39,450
New +$2M 0.41% 59

Other funds holding JPST

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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

WESPAC Advisors SoCal's JPST Position: Q2 2026 in Review

WESPAC Advisors SoCal sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 39,450 shares — an estimated $2M sold.

WESPAC Advisors SoCal first reported a position in JPST in Q3 2025 and held it in 3 quarters. The position peaked at $2M in Q3 2025. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • WESPAC Advisors SoCal reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 39,450 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2M.
  • WESPAC Advisors SoCal first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2025 and held it in 3 quarters.
  • WESPAC Advisors SoCal's JPMorgan Ultra-Short Income ETF position peaked at $2M in Q3 2025.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.