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

World Equity 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	$363K	Buy	7,171 +153	+2%	+$7.73K	0.08%	276
2026 Q1	$355K	Sell	7,018 -463	-6%	-$23.4K	0.09%	260
2025 Q4	$378K	Buy	7,481 +550	+8%	+$27.9K	0.11%	210
2025 Q3	$352K	Buy	6,931 +324	+5%	+$16.4K	0.08%	236
2025 Q2	$335K	Sell	6,607 -8,384	-56%	-$423K	0.09%	228
2025 Q1	$759K	Sell	14,991 -4,873	-25%	-$246K	0.22%	105
2024 Q4	$1M	Buy	19,864 +12,253	+161%	+$619K	0.21%	101
2024 Q3	$386K	Sell	7,611 -1,894	-20%	-$95.7K	0.14%	149
2024 Q2	$480K	Buy	+9,505	New	+$479K	0.14%	157
2023 Q4	–	Sell	-11,207	Closed	-$515K	–	354
2023 Q3	$515K	Sell	11,207 -1,047	-9%	-$52.5K	0.11%	198
2023 Q2	$665K	Buy	+12,254	New	+$615K	0.2%	136
2023 Q1	–	Sell	-84,822	Closed	-$4.25M	–	550
2022 Q4	$4.25M	Buy	84,822 +75,499	+810%	+$3.78M	1.01%	21
2022 Q3	$468K	Buy	+9,323	New	+$467K	0.12%	172

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

World Equity Group's JPST Position: Q2 2026 in Review

World Equity Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.2% in Q2 2026, buying an estimated $7.73K and bringing the position to 7,171 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #276.

World Equity Group first reported a position in JPST in Q3 2022 and has held it in 13 quarters since. The position peaked at $4.25M in Q4 2022. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

World Equity Group held 7,171 shares of JPMorgan Ultra-Short Income ETF worth $363K as of Q2 2026.
World Equity Group bought 153 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $7.73K.
JPMorgan Ultra-Short Income ETF made up 0.08% of World Equity Group's portfolio in Q2 2026, its #276 holding.
World Equity Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 13 quarters since.
World Equity Group's JPMorgan Ultra-Short Income ETF position peaked at $4.25M in Q4 2022.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.