World Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

World Investment Advisors’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	$3.52M	Buy	69,532 +7,747	+13%	+$391K	0.06%	338
2026 Q1	$3.13M	Buy	61,785 +21,072	+52%	+$1.07M	0.05%	368
2025 Q4	$2.06M	Buy	40,713 +16,551	+69%	+$839K	0.03%	461
2025 Q3	$1.23M	Buy	24,162 +7,626	+46%	+$386K	0.03%	517
2025 Q2	$838K	Sell	16,536 -60,441	-79%	-$3.05M	0.02%	565
2025 Q1	$3.9M	Buy	76,977 +71,973	+1,438%	+$3.64M	0.1%	237
2024 Q4	$252K	Sell	5,004 -9,954	-67%	-$503K	0.01%	884
2024 Q3	$759K	Sell	14,958 -1,615	-10%	-$81.6K	0.02%	485
2024 Q2	$836K	Buy	16,573 +8,986	+118%	+$452K	0.05%	307
2024 Q1	$383K	Sell	7,587 -931	-11%	-$46.9K	0.05%	266
2023 Q4	$430K	Buy	+8,518	New	+$427K	0.06%	249

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 Investment Advisors's JPST Position: Q2 2026 in Review

World Investment Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q2 2026, buying an estimated $391K and bringing the position to 69,532 shares worth $3.52M. The position accounts for 0.06% of the portfolio, ranked #338.

World Investment Advisors first reported a position in JPST in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.9M in Q1 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

World Investment Advisors held 69,532 shares of JPMorgan Ultra-Short Income ETF worth $3.52M as of Q2 2026.
World Investment Advisors bought 7,747 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $391K.
JPMorgan Ultra-Short Income ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #338 holding.
World Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 11 quarters since.
World Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $3.9M in Q1 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.