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

Angeles 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	$202K	Hold	4,000	–	–	0.01%	409
2025 Q4	$203K	Hold	4,000	–	–	0.01%	365
2025 Q3	$203K	Hold	4,000	–	–	0.01%	335
2025 Q2	$203K	Sell	4,000 -776	-16%	-$39.2K	0.01%	333
2025 Q1	$242K	Buy	4,776 +776	+19%	+$39.2K	0.02%	254
2024 Q4	$201K	Hold	4,000	–	–	0.02%	293
2024 Q3	$203K	Hold	4,000	–	–	0.02%	261
2024 Q2	$202K	Hold	4,000	–	–	0.02%	228
2024 Q1	$202K	Hold	4,000	–	–	0.02%	221
2023 Q4	$201K	Hold	4,000	–	–	0.02%	194
2023 Q3	$201K	Hold	4,000	–	–	0.03%	169
2023 Q2	$201K	Hold	4,000	–	–	0.03%	178
2023 Q1	$201K	Sell	4,000 -2,561	-39%	-$129K	0.03%	170
2022 Q4	$329K	Buy	6,561 +2,561	+64%	+$128K	0.06%	120
2022 Q3	$201K	Buy	+4,000	New	+$201K	0.04%	162

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

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

Angeles Wealth Management held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q1 2026 at 4,000 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #409.

Angeles Wealth Management first reported a position in JPST in Q3 2022 and has held it in 15 quarters since. The position peaked at $329K in Q4 2022. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Angeles Wealth Management held 4,000 shares of JPMorgan Ultra-Short Income ETF worth $202K as of Q1 2026.
Angeles Wealth Management left its JPMorgan Ultra-Short Income ETF share count unchanged in Q1 2026.
JPMorgan Ultra-Short Income ETF made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #409 holding.
Angeles Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 15 quarters since.
Angeles Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $329K in Q4 2022.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.