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

WMS 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 		$5.14M Buy
101,560
+329
+0.3% +$16.6K 6.62% 2
2026
Q1 		$5.12M Hold
101,231
– – 7.45% 2
2025
Q4 		$5.12M Buy
+101,231
New +$5.13M 6.51% 2

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

WMS Group's JPST Position: Q2 2026 in Review

WMS Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.32% in Q2 2026, buying an estimated $16.6K and bringing the position to 101,560 shares worth $5.14M. The position accounts for 6.62% of the portfolio, ranked #2.

WMS Group first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. 1,188 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • WMS Group held 101,560 shares of JPMorgan Ultra-Short Income ETF worth $5.14M as of Q2 2026.
  • WMS Group bought 329 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $16.6K.
  • JPMorgan Ultra-Short Income ETF made up 6.62% of WMS Group's portfolio in Q2 2026, its #2 holding.
  • WMS Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,188 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on WMS Group's 13F filing for Q2 2026, filed 23 Jul 2026.