Wilkerson Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Wilkerson Advisory Group’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	$736K	Sell	14,547 -164	-1%	-$8.28K	0.23%	43
2026 Q1	$745K	Sell	14,711 -1,702	-10%	-$86.2K	0.26%	41
2025 Q4	$830K	Buy	+16,413	New	+$832K	0.29%	40

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

Wilkerson Advisory Group's JPST Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.1% in Q2 2026, selling an estimated $8.28K and leaving 14,547 shares worth $736K. The position accounts for 0.23% of the portfolio, ranked #43.

Wilkerson Advisory Group first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $830K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Wilkerson Advisory Group held 14,547 shares of JPMorgan Ultra-Short Income ETF worth $736K as of Q2 2026.
Wilkerson Advisory Group sold 164 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $8.28K.
JPMorgan Ultra-Short Income ETF made up 0.23% of Wilkerson Advisory Group's portfolio in Q2 2026, its #43 holding.
Wilkerson Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
Wilkerson Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $830K in Q4 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.