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Belleair Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Belleair Asset 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
-4,655
Closed -$235K – 80
2025
Q4 		$235K Buy
+4,655
New +$236K 0.22% 76

Other funds holding JPST

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Belleair Asset Management's JPST Position: Q1 2026 in Review

Belleair Asset Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 4,655 shares — an estimated $235K sold.

Belleair Asset Management first reported a position in JPST in Q4 2025 and held it in 1 quarter. The position peaked at $235K in Q4 2025. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Belleair Asset Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • Belleair Asset Management sold 4,655 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $235K.
  • Belleair Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and held it in 1 quarter.
  • Belleair Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $235K in Q4 2025.
  • 1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Belleair Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.