AssuredPartners Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

AssuredPartners Investment Advisors’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	$575K	Buy	+11,399	New	+$577K	0.06%	231

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

AssuredPartners Investment Advisors's JPST Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026: 11,399 shares worth $575K. The stake represents 0.06% of the portfolio and ranks #231 among its holdings.

1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

AssuredPartners Investment Advisors held 11,399 shares of JPMorgan Ultra-Short Income ETF worth $575K as of Q1 2026.
JPMorgan Ultra-Short Income ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
JPMorgan Ultra-Short Income ETF made up 0.06% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #231 holding.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.