Buck Wealth Strategies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Buck Wealth Strategies’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	$13M	Sell	256,712 -27,274	-10%	-$1.38M	1.6%	25
2025 Q4	$14.4M	Buy	283,986 +19,402	+7%	+$983K	1.82%	15
2025 Q3	$13.4M	Buy	264,584 +11,324	+4%	+$573K	1.84%	14
2025 Q2	$12.8M	Buy	253,260 +17,123	+7%	+$865K	1.96%	15
2025 Q1	$12M	Buy	236,137 +100,032	+73%	+$5.05M	2.17%	8
2024 Q4	$6.86M	Buy	136,105 +48,661	+56%	+$2.46M	1.42%	37
2024 Q3	$4.44M	Sell	87,444 -6,364	-7%	-$322K	1.4%	39
2024 Q2	$4.73M	Buy	+93,808	New	+$4.72M	1.4%	39
2024 Q1	–	Sell	-66,202	Closed	-$3.33M	–	89
2023 Q4	$3.33M	Buy	66,202 +2,587	+4%	+$130K	1.23%	36
2023 Q3	$3.19M	Sell	63,615 -9,623	-13%	-$482K	1.28%	41
2023 Q2	$3.68M	Sell	73,238 -3,831	-5%	-$192K	1.59%	30
2023 Q1	$3.88M	Buy	+77,069	New	+$3.87M	1.89%	29
2022 Q3	$2.58M	Buy	+51,363	New	+$2.57M	1.21%	40

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

Buck Wealth Strategies's JPST Position: Q1 2026 in Review

Buck Wealth Strategies reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.6% in Q1 2026, selling an estimated $1.38M and leaving 256,712 shares worth $13M. The position accounts for 1.6% of the portfolio, ranked #25.

Buck Wealth Strategies first reported a position in JPST in Q3 2022 and has held it in 13 quarters since. The position peaked at $14.4M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Buck Wealth Strategies held 256,712 shares of JPMorgan Ultra-Short Income ETF worth $13M as of Q1 2026.
Buck Wealth Strategies sold 27,274 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.38M.
JPMorgan Ultra-Short Income ETF made up 1.6% of Buck Wealth Strategies's portfolio in Q1 2026, its #25 holding.
Buck Wealth Strategies first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 13 quarters since.
Buck Wealth Strategies's JPMorgan Ultra-Short Income ETF position peaked at $14.4M in Q4 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.