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CFO4Life Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

CFO4Life Group’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 		$2.04M Buy
40,362
+896
+2% +$45.4K 0.31% 52
2025
Q4 		$2M Sell
39,466
-144
-0.4% -$7.3K 0.28% 56
2025
Q3 		$2.01M Sell
39,610
-816
-2% -$41.3K 0.29% 51
2025
Q2 		$2.05M Sell
40,426
-6,397
-14% -$323K 0.32% 49
2025
Q1 		$2.37M Sell
46,823
-4,543
-9% -$229K 0.4% 45
2024
Q4 		$2.59M Sell
51,366
-1,579
-3% -$79.7K 0.45% 38
2024
Q3 		$2.69M Sell
52,945
-5,296
-9% -$268K 0.48% 36
2024
Q2 		$2.94M Sell
58,241
-7,685
-12% -$387K 0.55% 33
2024
Q1 		$3.33M Sell
65,926
-3,205
-5% -$161K 0.6% 31
2023
Q4 		$3.47M Sell
69,131
-13,943
-17% -$700K 0.66% 31
2023
Q3 		$4.17M Sell
83,074
-3,847
-4% -$193K 0.96% 21
2023
Q2 		$4.36M Sell
86,921
-923
-1% -$46.3K 0.94% 21
2023
Q1 		$4.42M Buy
87,844
+7,556
+9% +$380K 1% 19
2022
Q4 		$4.02M Buy
80,288
+1,101
+1% +$55.2K 0.86% 26
2022
Q3 		$3.97M Buy
79,187
+168
+0.2% +$8.42K 1.06% 16
2022
Q2 		$3.96M Sell
79,019
-1,158
-1% -$58.1K 0.98% 19
2022
Q1 		$4.03M Sell
80,177
-3,282
-4% -$165K 0.85% 17
2021
Q4 		$4.21M Buy
83,459
+13,841
+20% +$700K 0.87% 20
2021
Q3 		$3.53M Sell
69,618
-3,374
-5% -$171K 0.82% 22
2021
Q2 		$3.7M Sell
72,992
-980
-1% -$49.7K 0.85% 22
2021
Q1 		$3.75M Buy
73,972
+1,932
+3% +$98.1K 0.93% 19
2020
Q4 		$3.66M Buy
72,040
+61,406
+577% +$3.12M 1.05% 20
2020
Q3 		$540K Buy
10,634
+2,551
+32% +$130K 0.18% 61
2020
Q2 		$410K Sell
8,083
-2,385
-23% -$120K 0.16% 67
2020
Q1 		$520K Sell
10,468
-207
-2% -$10.4K 0.28% 50
2019
Q4 		$538K Sell
10,675
-3,208
-23% -$162K 0.23% 66
2019
Q3 		$700K Buy
13,883
+6,273
+82% +$317K 0.31% 48
2019
Q2 		$383K Sell
7,610
-32,246
-81% -$1.62M 0.18% 82
2019
Q1 		$2M Sell
39,856
-773
-2% -$38.8K 0.94% 26
2018
Q4 		$2.04M Buy
40,629
+20,804
+105% +$1.04M 0.9% 27
2018
Q3 		$994K Buy
+19,825
New +$995K 0.44% 47

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

CFO4Life Group's JPST Position: Q1 2026 in Review

CFO4Life Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.3% in Q1 2026, buying an estimated $45.4K and bringing the position to 40,362 shares worth $2.04M. The position accounts for 0.31% of the portfolio, ranked #52.

CFO4Life Group first reported a position in JPST in Q3 2018 and has held it in 31 quarters since. The position peaked at $4.42M in Q1 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • CFO4Life Group held 40,362 shares of JPMorgan Ultra-Short Income ETF worth $2.04M as of Q1 2026.
  • CFO4Life Group bought 896 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $45.4K.
  • JPMorgan Ultra-Short Income ETF made up 0.31% of CFO4Life Group's portfolio in Q1 2026, its #52 holding.
  • CFO4Life Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 31 quarters since.
  • CFO4Life Group's JPMorgan Ultra-Short Income ETF position peaked at $4.42M in Q1 2023.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.