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

BlackDiamond 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	$282K	Buy	5,569 +244	+5%	+$12.4K	0.14%	151
2025 Q4	$270K	Buy	5,325 +90	+2%	+$4.56K	0.13%	158
2025 Q3	$266K	Buy	5,235 +287	+6%	+$14.5K	0.14%	139
2025 Q2	$250K	Sell	4,948 -53	-1%	-$2.68K	0.14%	137
2025 Q1	$252K	Sell	5,001 -3,696	-42%	-$187K	0.17%	119
2024 Q4	$438K	Buy	8,697 +439	+5%	+$22.2K	0.25%	88
2024 Q3	$416K	Buy	8,258 +491	+6%	+$24.8K	0.25%	91
2024 Q2	$392K	Buy	7,767 +983	+14%	+$49.5K	0.26%	89
2024 Q1	$342K	Hold	6,784	–	–	0.24%	92
2023 Q4	$341K	Sell	6,784 -724	-10%	-$36.3K	0.25%	87
2023 Q3	$377K	Sell	7,508 -3,839	-34%	-$192K	0.34%	70
2023 Q2	$569K	Buy	11,347 +1,437	+15%	+$72.1K	0.48%	55
2023 Q1	$499K	Buy	+9,910	New	+$498K	0.51%	48
2022 Q2	–	Sell	-12,763	Closed	-$642K	–	122
2022 Q1	$642K	Sell	12,763 -796	-6%	-$40.1K	0.77%	36
2021 Q4	$684K	Buy	+13,559	New	+$686K	0.79%	34

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

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

BlackDiamond Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.6% in Q1 2026, buying an estimated $12.4K and bringing the position to 5,569 shares worth $282K. The position accounts for 0.14% of the portfolio, ranked #151.

BlackDiamond Wealth Management first reported a position in JPST in Q4 2021 and has held it in 15 quarters since. The position peaked at $684K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

BlackDiamond Wealth Management held 5,569 shares of JPMorgan Ultra-Short Income ETF worth $282K as of Q1 2026.
BlackDiamond Wealth Management bought 244 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $12.4K.
JPMorgan Ultra-Short Income ETF made up 0.14% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #151 holding.
BlackDiamond Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 15 quarters since.
BlackDiamond Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $684K in Q4 2021.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.