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

Winthrop 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	$9.98M	Buy	197,378 +73,186	+59%	+$3.7M	0.67%	27
2026 Q1	$6.29M	Sell	124,192 -27,353	-18%	-$1.39M	0.51%	28
2025 Q4	$7.69M	Buy	151,545 +12,028	+9%	+$609K	0.65%	25
2025 Q3	$7.08M	Buy	139,517 +12,817	+10%	+$649K	0.62%	25
2025 Q2	$6.42M	Buy	126,700 +38,278	+43%	+$1.93M	0.62%	24
2025 Q1	$4.48M	Sell	88,422 -9,068	-9%	-$458K	0.54%	25
2024 Q4	$4.91M	Buy	97,490 +24,457	+33%	+$1.24M	0.59%	23
2024 Q3	$3.71M	Sell	73,033 -3,819	-5%	-$193K	0.46%	29
2024 Q2	$3.88M	Buy	76,852 +306	+0.4%	+$15.4K	0.53%	27
2024 Q1	$3.86M	Sell	76,546 -6,799	-8%	-$342K	0.56%	28
2023 Q4	$4.19M	Sell	83,345 -3,677	-4%	-$185K	0.65%	24
2023 Q3	$4.37M	Sell	87,022 -7,770	-8%	-$389K	0.72%	22
2023 Q2	$4.75M	Sell	94,792 -33,208	-26%	-$1.67M	0.76%	19
2023 Q1	$6.44M	Sell	128,000 -70,934	-36%	-$3.56M	1.14%	16
2022 Q4	$10M	Buy	198,934 +175,425	+746%	+$8.79M	1.9%	15
2022 Q3	$1.18M	Buy	+23,509	New	+$1.18M	0.25%	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

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

Winthrop Advisory Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 59% in Q2 2026, buying an estimated $3.7M and bringing the position to 197,378 shares worth $9.98M. The position accounts for 0.67% of the portfolio, ranked #27.

Winthrop Advisory Group first reported a position in JPST in Q3 2022 and has held it in 16 quarters since. The position peaked at $10M in Q4 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Winthrop Advisory Group held 197,378 shares of JPMorgan Ultra-Short Income ETF worth $9.98M as of Q2 2026.
Winthrop Advisory Group bought 73,186 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.7M.
JPMorgan Ultra-Short Income ETF made up 0.67% of Winthrop Advisory Group's portfolio in Q2 2026, its #27 holding.
Winthrop Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 16 quarters since.
Winthrop Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $10M in Q4 2022.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.