Winch Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Winch Advisory Services’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	$52.5K	Hold	1,039	–	–	0.01%	190
2026 Q1	$52.6K	Hold	1,039	–	–	0.01%	168
2025 Q4	$52.6K	Hold	1,039	–	–	0.01%	166
2025 Q3	$52.7K	Hold	1,039	–	–	0.01%	163
2025 Q2	$52.6K	Hold	1,039	–	–	0.01%	159
2025 Q1	$52.6K	Hold	1,039	–	–	0.01%	152
2024 Q4	$52.3K	Hold	1,039	–	–	0.01%	155
2024 Q3	$52.7K	Hold	1,039	–	–	0.01%	148
2024 Q2	$52.4K	Hold	1,039	–	–	0.02%	143
2024 Q1	$52.4K	Hold	1,039	–	–	0.02%	148
2023 Q4	$52.2K	Hold	1,039	–	–	0.02%	141
2023 Q3	$52K	Buy	+1,039	New	+$52.1K	0.02%	135
2019 Q1	–	Sell	-19,592	Closed	-$982K	–	390
2018 Q4	$982K	Buy	+19,592	New	+$983K	0.55%	36

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

Winch Advisory Services's JPST Position: Q2 2026 in Review

Winch Advisory Services held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 1,039 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #190.

Winch Advisory Services first reported a position in JPST in Q4 2018 and has held it in 13 quarters since. The position peaked at $982K in Q4 2018. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Winch Advisory Services held 1,039 shares of JPMorgan Ultra-Short Income ETF worth $52.5K as of Q2 2026.
Winch Advisory Services left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #190 holding.
Winch Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 13 quarters since.
Winch Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $982K in Q4 2018.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.