Beese Fulmer Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Beese Fulmer Investment 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	-4,136	Closed	-$210K	–	459
2025 Q4	$210K	Buy	+4,136	New	+$210K	0.01%	378
2024 Q3	–	Sell	-7,850	Closed	-$396K	–	234
2024 Q2	$396K	Sell	7,850 -250	-3%	-$12.6K	0.04%	166
2024 Q1	$409K	Sell	8,100 -200	-2%	-$10.1K	0.04%	163
2023 Q4	$417K	Hold	8,300	–	–	0.04%	160
2023 Q3	$416K	Hold	8,300	–	–	0.05%	155
2023 Q2	$416K	Buy	8,300 +2,900	+54%	+$146K	0.05%	158
2023 Q1	$272K	Hold	5,400	–	–	0.03%	187
2022 Q4	$271K	Hold	5,400	–	–	0.03%	185
2022 Q3	$271K	Buy	+5,400	New	+$271K	0.04%	178
2022 Q2	–	Sell	-6,000	Closed	-$302K	–	231
2022 Q1	$302K	Hold	6,000	–	–	0.03%	184
2021 Q4	$303K	Hold	6,000	–	–	0.03%	188
2021 Q3	$304K	Hold	6,000	–	–	0.03%	190
2021 Q2	$304K	Hold	6,000	–	–	0.03%	179
2021 Q1	$305K	Hold	6,000	–	–	0.04%	173
2020 Q4	$305K	Hold	6,000	–	–	0.04%	169
2020 Q3	$305K	Buy	6,000 +1,000	+20%	+$50.8K	0.04%	155
2020 Q2	$254K	Sell	5,000 -1,000	-17%	-$50.4K	0.04%	165
2020 Q1	$298K	Hold	6,000	–	–	0.05%	144
2019 Q4	$303K	Hold	6,000	–	–	0.04%	160
2019 Q3	$303K	Hold	6,000	–	–	0.05%	162
2019 Q2	$302K	Hold	6,000	–	–	0.06%	138
2019 Q1	$302K	Buy	+6,000	New	+$302K	0.06%	133

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 $445B AUM 25.58% 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 $17.8B AUM 24.16% 1-Year Est. Return

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

Beese Fulmer Investment Management's JPST Position: Q1 2026 in Review

Beese Fulmer Investment Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 4,136 shares — an estimated $210K sold.

Beese Fulmer Investment Management first reported a position in JPST in Q1 2019 and held it in 22 quarters. The position peaked at $417K in Q4 2023. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Beese Fulmer Investment Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Beese Fulmer Investment Management sold 4,136 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $210K.
Beese Fulmer Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and held it in 22 quarters.
Beese Fulmer Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $417K in Q4 2023.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.