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

49 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 Q1	$2.76M	Buy	+54,465	New	+$2.76M	0.21%	34
2025 Q4	–	Sell	-5,568	Closed	-$282K	–	211
2025 Q3	$282K	Buy	+5,568	New	+$282K	0.03%	155
2025 Q2	–	Sell	-7,791	Closed	-$394K	–	186
2025 Q1	$394K	Sell	7,791 -205	-3%	-$10.4K	0.05%	113
2024 Q4	$403K	Sell	7,996 -2,752	-26%	-$139K	0.06%	98
2024 Q3	$545K	Buy	10,748 +1,047	+11%	+$52.9K	0.09%	78
2024 Q2	$487K	Sell	9,701 -6,599	-40%	-$332K	0.1%	84
2024 Q1	$819K	Sell	16,300 -22,824	-58%	-$1.15M	0.18%	41
2023 Q4	$1.97M	Buy	+39,124	New	+$1.96M	0.51%	27

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

49 Wealth Management's JPST Position: Q1 2026 in Review

49 Wealth Management opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026: 54,465 shares worth $2.76M. The stake represents 0.21% of the portfolio and ranks #34 among its holdings. This is a return to the name: 49 Wealth Management previously reported a position in JPST as recently as Q3 2025.

49 Wealth Management first reported a position in JPST in Q4 2023 and has held it in 8 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

49 Wealth Management held 54,465 shares of JPMorgan Ultra-Short Income ETF worth $2.76M as of Q1 2026.
JPMorgan Ultra-Short Income ETF was a new 49 Wealth Management position in Q1 2026.
JPMorgan Ultra-Short Income ETF made up 0.21% of 49 Wealth Management's portfolio in Q1 2026, its #34 holding.
49 Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 8 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.