Client First Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Client First Investment Management’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	–	Sell	-4,117	Closed	-$208K	–	24
2025 Q4	$208K	Sell	4,117 -204	-5%	-$10.3K	0.11%	30
2025 Q3	$219K	Sell	4,321 -741	-15%	-$37.5K	0.11%	38
2025 Q2	$257K	Sell	5,062 -451	-8%	-$22.8K	0.16%	25
2025 Q1	$279K	Sell	5,513 -275	-5%	-$13.9K	0.19%	13
2024 Q4	$292K	Buy	5,788 +590	+11%	+$29.8K	0.19%	22
2024 Q3	$264K	Sell	5,198 -1,010	-16%	-$51K	0.2%	23
2024 Q2	$313K	Buy	6,208 +801	+15%	+$40.3K	0.24%	21
2024 Q1	$273K	Buy	5,407 +525	+11%	+$26.4K	0.22%	21
2023 Q4	$245K	Buy	+4,882	New	+$245K	0.24%	21

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Client First Investment Management's JPST Position: Q1 2026 in Review

Client First Investment Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 4,117 shares — an estimated $208K sold.

Client First Investment Management first reported a position in JPST in Q4 2023 and held it in 9 quarters. The position peaked at $313K in Q2 2024. 1,208 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Client First Investment Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Client First Investment Management sold 4,117 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $208K.
Client First Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 9 quarters.
Client First Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $313K in Q2 2024.
1,208 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Client First Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.