Whitaker-Myers Wealth Managers’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Whitaker-Myers Wealth Managers’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	$16.7M	Buy	330,396 +55,063	+20%	+$2.78M	2.79%	15
2026 Q1	$13.9M	Buy	275,333 +34,541	+14%	+$1.75M	2.78%	16
2025 Q4	$12.2M	Buy	240,792 +24,184	+11%	+$1.23M	2.54%	16
2025 Q3	$11M	Sell	216,608 -76,973	-26%	-$3.9M	2.4%	16
2025 Q2	$14.9M	Buy	293,581 +45,176	+18%	+$2.28M	3.75%	9
2025 Q1	$12.6M	Buy	248,405 +18,073	+8%	+$913K	3.53%	10
2024 Q4	$11.6M	Buy	230,332 +170,113	+282%	+$8.59M	3.38%	9
2024 Q3	$3.06M	Buy	60,219 +10,610	+21%	+$536K	1.02%	19
2024 Q2	$2.5M	Buy	49,609 +2,248	+5%	+$113K	0.92%	20
2024 Q1	$2.39M	Sell	47,361 -6,036	-11%	-$304K	1.01%	15
2023 Q4	$2.68M	Sell	53,397 -8,259	-13%	-$414K	1.34%	14
2023 Q3	$3.09M	Buy	61,656 +7,355	+14%	+$369K	1.92%	13
2023 Q2	$2.72M	Buy	54,301 +1,447	+3%	+$72.6K	1.82%	12
2023 Q1	$2.66M	Buy	52,854 +18,539	+54%	+$932K	2.06%	12
2022 Q4	$1.72M	Buy	+34,315	New	+$1.72M	1.65%	20

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

Whitaker-Myers Wealth Managers's JPST Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 20% in Q2 2026, buying an estimated $2.78M and bringing the position to 330,396 shares worth $16.7M. The position accounts for 2.79% of the portfolio, ranked #15.

Whitaker-Myers Wealth Managers first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Whitaker-Myers Wealth Managers held 330,396 shares of JPMorgan Ultra-Short Income ETF worth $16.7M as of Q2 2026.
Whitaker-Myers Wealth Managers bought 55,063 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.78M.
JPMorgan Ultra-Short Income ETF made up 2.79% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #15 holding.
Whitaker-Myers Wealth Managers first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.