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Brooks Moore & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Brooks Moore & Associates’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 		$6.36M Buy
125,577
+46,925
+60% +$2.38M 3.19% 8
2025
Q4 		$3.98M Buy
78,652
+3,570
+5% +$181K 1.96% 14
2025
Q3 		$3.81M Buy
75,082
+1,300
+2% +$65.8K 1.93% 16
2025
Q2 		$3.74M Buy
73,782
+20,430
+38% +$1.03M 2.02% 17
2025
Q1 		$2.7M Buy
53,352
+14,100
+36% +$712K 1.52% 24
2024
Q4 		$1.98M Buy
39,252
+11,415
+41% +$576K 1.17% 30
2024
Q3 		$1.41M Buy
27,837
+15,157
+120% +$766K 0.83% 38
2024
Q2 		$640K Sell
12,680
-1,000
-7% -$50.4K 0.41% 57
2024
Q1 		$690K Buy
13,680
+217
+2% +$10.9K 0.44% 55
2023
Q4 		$676K Sell
13,463
-8,100
-38% -$406K 0.46% 51
2023
Q3 		$1.08M Buy
21,563
+6,600
+44% +$331K 0.82% 37
2023
Q2 		$750K Sell
14,963
-200
-1% -$10K 0.53% 50
2023
Q1 		$763K Sell
15,163
-1,967
-11% -$98.9K 0.55% 51
2022
Q4 		$859K Sell
17,130
-27,350
-61% -$1.37M 0.63% 44
2022
Q3 		$2.23M Sell
44,480
-43,300
-49% -$2.17M 1.8% 24
2022
Q2 		$4.4M Sell
87,780
-8,550
-9% -$429K 3.17% 6
2022
Q1 		$4.84M Sell
96,330
-3,400
-3% -$171K 2.97% 7
2021
Q4 		$5.03M Buy
99,730
+23,300
+30% +$1.18M 2.95% 6
2021
Q3 		$3.88M Buy
76,430
+65
+0.1% +$3.3K 2.54% 7
2021
Q2 		$3.88M Sell
76,365
-250
-0.3% -$12.7K 2.47% 7
2021
Q1 		$3.89M Buy
76,615
+6,600
+9% +$335K 2.64% 7
2020
Q4 		$3.56M Buy
70,015
+8,610
+14% +$437K 2.75% 5
2020
Q3 		$3.12M Buy
61,405
+10,600
+21% +$539K 2.69% 7
2020
Q2 		$2.58M Buy
50,805
+16,705
+49% +$841K 2.41% 11
2020
Q1 		$1.69M Sell
34,100
-25,250
-43% -$1.27M 1.8% 20
2019
Q4 		$2.99M Buy
59,350
+14,810
+33% +$748K 2.37% 8
2019
Q3 		$2.25M Buy
44,540
+13,900
+45% +$701K 1.9% 18
2019
Q2 		$1.54M Buy
30,640
+10,990
+56% +$554K 1.33% 27
2019
Q1 		$988K Buy
+19,650
New +$988K 0.9% 43

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

Brooks Moore & Associates's JPST Position: Q1 2026 in Review

Brooks Moore & Associates increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 60% in Q1 2026, buying an estimated $2.38M and bringing the position to 125,577 shares worth $6.36M. The position accounts for 3.19% of the portfolio, ranked #8.

Brooks Moore & Associates first reported a position in JPST in Q1 2019 and has held it in 29 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Brooks Moore & Associates held 125,577 shares of JPMorgan Ultra-Short Income ETF worth $6.36M as of Q1 2026.
  • Brooks Moore & Associates bought 46,925 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $2.38M.
  • JPMorgan Ultra-Short Income ETF made up 3.19% of Brooks Moore & Associates's portfolio in Q1 2026, its #8 holding.
  • Brooks Moore & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.