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BridgePort Financial Solutions’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

BridgePort Financial Solutions’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 		$316K Sell
6,236
-23
-0.4% -$1.17K 0.09% 170
2025
Q4 		$317K Sell
6,259
-512
-8% -$25.9K 0.09% 177
2025
Q3 		$343K Sell
6,771
-507
-7% -$25.7K 0.09% 167
2025
Q2 		$369K Buy
+7,278
New +$368K 0.12% 133

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $15.5B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BridgePort Financial Solutions's JPST Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.37% in Q1 2026, selling an estimated $1.17K and leaving 6,236 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #170.

BridgePort Financial Solutions first reported a position in JPST in Q2 2025 and has held it in 4 quarters since. The position peaked at $369K in Q2 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • BridgePort Financial Solutions held 6,236 shares of JPMorgan Ultra-Short Income ETF worth $316K as of Q1 2026.
  • BridgePort Financial Solutions sold 23 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.17K.
  • JPMorgan Ultra-Short Income ETF made up 0.09% of BridgePort Financial Solutions's portfolio in Q1 2026, its #170 holding.
  • BridgePort Financial Solutions first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 4 quarters since.
  • BridgePort Financial Solutions's JPMorgan Ultra-Short Income ETF position peaked at $369K in Q2 2025.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.