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WFA of San Diego’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

WFA of San Diego’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
-3,070
Closed -$155K – 236
2026
Q1 		$155K Buy
3,070
+4
+0.1% +$203 0.12% 100
2025
Q4 		$155K Buy
3,066
+30
+1% +$1.52K 0.11% 109
2025
Q3 		$154K Sell
3,036
-5,956
-66% -$302K 0.11% 114
2025
Q2 		$456K Buy
+8,992
New +$454K 0.34% 57
2024
Q3 		$634K Sell
12,504
-4,166
-25% -$211K 0.54% 40
2024
Q2 		$841K Buy
+16,670
New +$839K 0.75% 29
2023
Q3 		$1.5M Sell
29,981
-10,003
-25% -$501K 1.56% 14
2023
Q2 		$2M Buy
+39,984
New +$2.01M 1.97% 10
2023
Q1 		– Sell
-102,820
Closed -$5.15M – 249
2022
Q4 		$5.15M Sell
102,820
-8,302
-7% -$416K 3.94% 5
2022
Q3 		$5.57M Sell
111,122
-10,713
-9% -$537K 5.02% 3
2022
Q2 		$6.1M Sell
121,835
-12,700
-9% -$637K 5.23% 3
2022
Q1 		$6.76M Sell
134,535
-12,534
-9% -$631K 5.15% 3
2021
Q4 		$7.42M Sell
147,069
-5,962
-4% -$302K 4.32% 3
2021
Q3 		$7.76M Sell
153,031
-7,318
-5% -$371K 5.43% 3
2021
Q2 		$8.14M Sell
160,349
-1,110
-0.7% -$56.3K 6.32% 3
2021
Q1 		$8.2M Sell
161,459
-17,087
-10% -$868K 6.81% 3
2020
Q4 		$50 Sell
178,546
-9,960
-5% -$506K 0.01% 72
2020
Q3 		$9.57M Buy
188,506
+7,100
+4% +$361K 9.06% 3
2020
Q2 		$9.2M Buy
+181,406
New +$9.14M 2.15% 7

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WFA of San Diego's JPST Position: Q2 2026 in Review

WFA of San Diego sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 3,070 shares — an estimated $155K sold.

WFA of San Diego first reported a position in JPST in Q2 2020 and held it in 19 quarters. The position peaked at $9.57M in Q3 2020. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • WFA of San Diego reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 3,070 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $155K.
  • WFA of San Diego first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and held it in 19 quarters.
  • WFA of San Diego's JPMorgan Ultra-Short Income ETF position peaked at $9.57M in Q3 2020.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.