Western Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Western Wealth Management’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	$10.6M	Buy	209,203 +102,459	+96%	+$5.18M	0.35%	53
2026 Q1	$5.4M	Buy	106,744 +38,262	+56%	+$1.94M	0.21%	97
2025 Q4	$3.46M	Buy	68,482 +6,345	+10%	+$321K	0.16%	121
2025 Q3	$3.15M	Buy	62,137 +18,821	+43%	+$953K	0.17%	116
2025 Q2	$2.2M	Buy	43,316 +4,116	+11%	+$208K	0.13%	154
2025 Q1	$1.98M	Buy	39,200 +1,056	+3%	+$53.3K	0.13%	156
2024 Q4	$1.92M	Buy	38,144 +3,532	+10%	+$178K	0.1%	200
2024 Q3	$1.76M	Buy	34,612 +6,723	+24%	+$340K	0.1%	207
2024 Q2	$1.41M	Buy	27,889 +3,080	+12%	+$155K	0.1%	176
2024 Q1	$1.25M	Buy	24,809 +152	+0.6%	+$7.65K	0.1%	192
2023 Q4	$1.24M	Buy	24,657 +6,012	+32%	+$302K	0.09%	236
2023 Q3	$936K	Sell	18,645 -903	-5%	-$45.2K	0.08%	264
2023 Q2	$980K	Sell	19,548 -25,640	-57%	-$1.29M	0.08%	250
2023 Q1	$2.27M	Buy	45,188 +10,953	+32%	+$550K	0.21%	110
2022 Q4	$1.72M	Sell	34,235 -25,239	-42%	-$1.27M	0.18%	136
2022 Q3	$2.98M	Buy	59,474 +26,502	+80%	+$1.33M	0.17%	131
2022 Q2	$1.65M	Sell	32,972 -1,806	-5%	-$90.6K	0.09%	217
2022 Q1	$1.75M	Buy	34,778 +16,554	+91%	+$834K	0.08%	222
2021 Q4	$919K	Buy	+18,224	New	+$922K	0.09%	208
2021 Q2	$867K	Buy	17,105 +1,677	+11%	+$85.1K	0.09%	242
2021 Q1	$783K	Sell	15,428 -1,096	-7%	-$55.7K	0.11%	198
2020 Q4	$839K	Sell	16,524 -2,100	-11%	-$107K	0.12%	181
2020 Q3	$946K	Buy	18,624 +6,677	+56%	+$339K	0.15%	152
2020 Q2	$606K	Sell	11,947 -500	-4%	-$25.2K	0.11%	190
2020 Q1	$619K	Buy	12,447 +6,320	+103%	+$318K	0.14%	158
2019 Q4	$309K	Buy	+6,127	New	+$309K	0.05%	306

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

Western Wealth Management's JPST Position: Q2 2026 in Review

Western Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 96% in Q2 2026, buying an estimated $5.18M and bringing the position to 209,203 shares worth $10.6M. The position accounts for 0.35% of the portfolio, ranked #53.

Western Wealth Management first reported a position in JPST in Q4 2019 and has held it in 26 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Western Wealth Management held 209,203 shares of JPMorgan Ultra-Short Income ETF worth $10.6M as of Q2 2026.
Western Wealth Management bought 102,459 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $5.18M.
JPMorgan Ultra-Short Income ETF made up 0.35% of Western Wealth Management's portfolio in Q2 2026, its #53 holding.
Western Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 26 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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