AIFG Consultants’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

AIFG Consultants’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
2025 Q4	$1.3M	Buy	25,631 +6,655	+35%	+$337K	2.23%	12
2025 Q3	$963K	Buy	18,976 +365	+2%	+$18.5K	1.7%	14
2025 Q2	$943K	Buy	18,611 +1,723	+10%	+$87K	1.84%	14
2025 Q1	$855K	Buy	16,888 +8,305	+97%	+$420K	1.41%	21
2024 Q4	$432K	Buy	8,583 +53	+0.6%	+$2.68K	0.71%	33
2024 Q3	$433K	Buy	+8,530	New	+$431K	0.33%	33
2023 Q4	–	Sell	-7,643	Closed	-$384K	–	41
2023 Q3	$384K	Sell	7,643 -5,519	-42%	-$277K	0.32%	23
2023 Q2	$660K	Buy	13,162 +2,283	+21%	+$115K	0.53%	21
2023 Q1	$547K	Sell	10,879 -28,222	-72%	-$1.42M	0.46%	22
2022 Q4	$1.96M	Buy	+39,101	New	+$1.96M	1.91%	16

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

AIFG Consultants's JPST Position: Q4 2025 in Review

AIFG Consultants increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 35% in Q4 2025, buying an estimated $337K and bringing the position to 25,631 shares worth $1.3M. The position accounts for 2.23% of the portfolio, ranked #12.

AIFG Consultants first reported a position in JPST in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.96M in Q4 2022. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

AIFG Consultants held 25,631 shares of JPMorgan Ultra-Short Income ETF worth $1.3M as of Q4 2025.
AIFG Consultants bought 6,655 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $337K.
JPMorgan Ultra-Short Income ETF made up 2.23% of AIFG Consultants's portfolio in Q4 2025, its #12 holding.
AIFG Consultants first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 10 quarters since.
AIFG Consultants's JPMorgan Ultra-Short Income ETF position peaked at $1.96M in Q4 2022.
1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.