Brio Consultants’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Brio Consultants’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	$657K	Sell	13,026 -2,571	-16%	-$130K	0.08%	93
2025 Q4	$789K	Sell	15,597 -3,768	-19%	-$191K	0.1%	81
2025 Q3	$982K	Buy	+19,365	New	+$980K	0.14%	70
2024 Q2	–	Sell	-5,260	Closed	-$265K	–	99
2024 Q1	$265K	Buy	5,260 +119	+2%	+$5.99K	0.04%	88
2023 Q4	$258K	Sell	5,141 -1,494	-23%	-$75K	0.05%	88
2023 Q3	$333K	Buy	6,635 +4	+0.1%	+$200	0.06%	73
2023 Q2	$332K	Buy	6,631 +4	+0.1%	+$201	0.06%	77
2023 Q1	$333K	Buy	6,627 +327	+5%	+$16.4K	0.06%	75
2022 Q4	$316K	Buy	+6,300	New	+$316K	0.06%	75

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

Brio Consultants's JPST Position: Q1 2026 in Review

Brio Consultants reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 16% in Q1 2026, selling an estimated $130K and leaving 13,026 shares worth $657K. The position accounts for 0.08% of the portfolio, ranked #93.

Brio Consultants first reported a position in JPST in Q4 2022 and has held it in 9 quarters since. The position peaked at $982K in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Brio Consultants held 13,026 shares of JPMorgan Ultra-Short Income ETF worth $657K as of Q1 2026.
Brio Consultants sold 2,571 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $130K.
JPMorgan Ultra-Short Income ETF made up 0.08% of Brio Consultants's portfolio in Q1 2026, its #93 holding.
Brio Consultants first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 9 quarters since.
Brio Consultants's JPMorgan Ultra-Short Income ETF position peaked at $982K in Q3 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.