WT Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

WT Wealth Management’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	$6.4M	Sell	126,541 -20,985	-14%	-$1.06M	1.77%	14
2026 Q1	$7.47M	Buy	147,526 +5,853	+4%	+$296K	2.22%	11
2025 Q4	$7.17M	Sell	141,673 -4,321	-3%	-$219K	2.06%	13
2025 Q3	$7.41M	Buy	145,994 +3,383	+2%	+$171K	2.13%	13
2025 Q2	$7.23M	Buy	142,611 +13,169	+10%	+$665K	2.14%	13
2025 Q1	$6.55M	Buy	129,442 +73,177	+130%	+$3.7M	2.13%	14
2024 Q4	$2.83M	Sell	56,265 -10,094	-15%	-$510K	0.89%	35
2024 Q3	$3.36M	Buy	66,359 +30,157	+83%	+$1.52M	1.07%	30
2024 Q2	$1.83M	Buy	36,202 +376	+1%	+$18.9K	0.62%	53
2024 Q1	$1.81M	Sell	35,826 -73,059	-67%	-$3.68M	0.65%	49
2023 Q4	$5.49M	Sell	108,885 -84,193	-44%	-$4.22M	2.17%	12
2023 Q3	$9.69M	Buy	193,078 +39,843	+26%	+$2M	4.15%	7
2023 Q2	$7.68M	Buy	153,235 +1,479	+1%	+$74.2K	3.19%	8
2023 Q1	$7.64M	Buy	151,756 +36,238	+31%	+$1.82M	3.3%	7
2022 Q4	$5.8M	Buy	115,518 +9,359	+9%	+$469K	2.82%	7
2022 Q3	$5.33M	Sell	106,159 -893	-0.8%	-$44.8K	2.68%	8
2022 Q2	$5.36M	Buy	+107,052	New	+$5.37M	2.65%	8

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

WT Wealth Management's JPST Position: Q2 2026 in Review

WT Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q2 2026, selling an estimated $1.06M and leaving 126,541 shares worth $6.4M. The position accounts for 1.77% of the portfolio, ranked #14.

WT Wealth Management first reported a position in JPST in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.69M in Q3 2023. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

WT Wealth Management held 126,541 shares of JPMorgan Ultra-Short Income ETF worth $6.4M as of Q2 2026.
WT Wealth Management sold 20,985 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.06M.
JPMorgan Ultra-Short Income ETF made up 1.77% of WT Wealth Management's portfolio in Q2 2026, its #14 holding.
WT Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 17 quarters since.
WT Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $9.69M in Q3 2023.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.