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

Axxcess 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	$117M	Buy	2,320,042 +394,890	+21%	+$20M	3.76%	3
2025 Q4	$97.4M	Buy	1,925,152 +761,030	+65%	+$38.6M	1.69%	7
2025 Q3	$59.1M	Sell	1,164,122 -17,254	-1%	-$874K	1.25%	16
2025 Q2	$59.9M	Buy	1,181,376 +50,880	+5%	+$2.57M	1.4%	13
2025 Q1	$57.2M	Buy	1,130,496 +132,460	+13%	+$6.69M	1.52%	11
2024 Q4	$50.3M	Buy	998,036 +354	+0%	+$17.9K	1.21%	17
2024 Q3	$50.6M	Sell	997,682 -137,454	-12%	-$6.95M	1.24%	15
2024 Q2	$57.3M	Sell	1,135,136 -146,666	-11%	-$7.39M	1.52%	10
2024 Q1	$64.7M	Buy	1,281,802 +118,274	+10%	+$5.96M	1.77%	7
2023 Q4	$58.4M	Buy	1,163,528 +552,954	+91%	+$27.7M	1.7%	9
2023 Q3	$30.6M	Buy	610,574 +341,282	+127%	+$17.1M	1.04%	18
2023 Q2	$13.5M	Sell	269,292 -12,061	-4%	-$605K	0.98%	16
2023 Q1	$14.2M	Sell	281,353 -580,785	-67%	-$29.2M	1.07%	12
2022 Q4	$43.2M	Sell	862,138 -42,884	-5%	-$2.15M	3.57%	2
2022 Q3	$45.4M	Sell	905,022 -34,226	-4%	-$1.72M	4.3%	2
2022 Q2	$47M	Buy	939,248 +134,180	+17%	+$6.73M	4.33%	2
2022 Q1	$40.5M	Sell	805,068 -592,285	-42%	-$29.8M	3.16%	3
2021 Q4	$70.5M	Buy	+1,397,353	New	+$70.7M	5.15%	2

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

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

Axxcess Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 21% in Q1 2026, buying an estimated $20M and bringing the position to 2,320,042 shares worth $117M. The position accounts for 3.76% of the portfolio, ranked #3.

Axxcess Wealth Management first reported a position in JPST in Q4 2021 and has held it in 18 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Axxcess Wealth Management held 2,320,042 shares of JPMorgan Ultra-Short Income ETF worth $117M as of Q1 2026.
Axxcess Wealth Management bought 394,890 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $20M.
JPMorgan Ultra-Short Income ETF made up 3.76% of Axxcess Wealth Management's portfolio in Q1 2026, its #3 holding.
Axxcess Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 18 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.