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

Able 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	–	Sell	-7,450	Closed	-$377K	–	144
2025 Q4	$377K	Sell	7,450 -9	-0.1%	-$456	0.12%	84
2025 Q3	$378K	Buy	+7,459	New	+$378K	0.14%	78
2025 Q2	–	Sell	-30,776	Closed	-$1.56M	–	118
2025 Q1	$1.56M	Sell	30,776 -2,790	-8%	-$141K	0.92%	32
2024 Q4	$1.69M	Buy	33,566 +9,448	+39%	+$477K	1.11%	23
2024 Q3	$1.22M	Sell	24,118 -1,654	-6%	-$83.6K	0.93%	23
2024 Q2	$1.3M	Buy	25,772 +1,167	+5%	+$58.8K	1.07%	22
2024 Q1	$1.24M	Buy	24,605 +2,874	+13%	+$145K	1.08%	21
2023 Q4	$1.09M	Buy	+21,731	New	+$1.09M	0.99%	22

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

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

Able Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 7,450 shares — an estimated $377K sold.

Able Wealth Management first reported a position in JPST in Q4 2023 and held it in 8 quarters. The position peaked at $1.69M in Q4 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Able Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Able Wealth Management sold 7,450 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $377K.
Able Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 8 quarters.
Able Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $1.69M in Q4 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.