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Brooklyn FI’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Brooklyn FI’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 		$3.96M Sell
78,225
-4,777
-6% -$242K 0.83% 31
2025
Q4 		$4.2M Sell
83,002
-27,650
-25% -$1.4M 0.9% 30
2025
Q3 		$5.41M Buy
110,652
+21,485
+24% +$1.09M 1.21% 26
2025
Q2 		$4.52M Buy
89,167
+30,050
+51% +$1.52M 1.16% 26
2025
Q1 		$2.99M Buy
59,117
+7,629
+15% +$385K 0.92% 27
2024
Q4 		$2.59M Buy
51,488
+9,341
+22% +$472K 0.86% 27
2024
Q3 		$2.14M Buy
42,147
+11,222
+36% +$567K 0.75% 28
2024
Q2 		$1.56M Buy
30,925
+1,197
+4% +$60.3K 0.61% 31
2024
Q1 		$1.5M Buy
29,728
+2,855
+11% +$144K 0.62% 31
2023
Q4 		$1.35M Buy
26,873
+2,632
+11% +$132K 0.63% 31
2023
Q3 		$1.22M Buy
24,241
+4,592
+23% +$230K 0.65% 28
2023
Q2 		$985K Buy
+19,649
New +$986K 0.54% 29
2023
Q1 		– Sell
-5,474
Closed -$664K – 45
2022
Q4 		$664K Sell
5,474
-1,118
-17% -$56K 0.48% 32
2022
Q3 		$331K Buy
6,592
+4,543
+222% +$228K 0.28% 34
2022
Q2 		$205K Buy
+2,049
New +$103K 0.2% 41

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 $17.8B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brooklyn FI's JPST Position: Q1 2026 in Review

Brooklyn FI reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.8% in Q1 2026, selling an estimated $242K and leaving 78,225 shares worth $3.96M. The position accounts for 0.83% of the portfolio, ranked #31.

Brooklyn FI first reported a position in JPST in Q2 2022 and has held it in 15 quarters since. The position peaked at $5.41M in Q3 2025. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Brooklyn FI held 78,225 shares of JPMorgan Ultra-Short Income ETF worth $3.96M as of Q1 2026.
  • Brooklyn FI sold 4,777 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $242K.
  • JPMorgan Ultra-Short Income ETF made up 0.83% of Brooklyn FI's portfolio in Q1 2026, its #31 holding.
  • Brooklyn FI first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 15 quarters since.
  • Brooklyn FI's JPMorgan Ultra-Short Income ETF position peaked at $5.41M in Q3 2025.
  • 1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.