Byrne Financial Freedom’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Byrne Financial Freedom’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	$640K	Sell	12,644 -19,719	-61%	-$999K	0.31%	49
2025 Q4	$1.64M	Buy	32,363 +22,089	+215%	+$1.12M	0.75%	32
2025 Q3	$521K	Sell	10,274 -2,239	-18%	-$113K	0.26%	53
2025 Q2	$634K	Sell	12,513 -3,382	-21%	-$171K	0.32%	51
2025 Q1	$805K	Buy	15,895 +142	+0.9%	+$7.17K	0.46%	44
2024 Q4	$793K	Buy	+15,753	New	+$796K	0.35%	48

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

Byrne Financial Freedom's JPST Position: Q1 2026 in Review

Byrne Financial Freedom reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 61% in Q1 2026, selling an estimated $999K and leaving 12,644 shares worth $640K. The position accounts for 0.31% of the portfolio, ranked #49.

Byrne Financial Freedom first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.64M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Byrne Financial Freedom held 12,644 shares of JPMorgan Ultra-Short Income ETF worth $640K as of Q1 2026.
Byrne Financial Freedom sold 19,719 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $999K.
JPMorgan Ultra-Short Income ETF made up 0.31% of Byrne Financial Freedom's portfolio in Q1 2026, its #49 holding.
Byrne Financial Freedom first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
Byrne Financial Freedom's JPMorgan Ultra-Short Income ETF position peaked at $1.64M in Q4 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.