Comprehensive Financial Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Comprehensive Financial Planning’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	$12.5K	Buy	246 +3	+1%	+$152	0.01%	251
2025 Q4	$12.3K	Sell	243 -2	-0.8%	-$101	0.01%	241
2025 Q3	$12.4K	Buy	245 +3	+1%	+$152	0.01%	234
2025 Q2	$12.3K	Buy	242 +3	+1%	+$152	0.01%	220
2025 Q1	$12.1K	Buy	239 +3	+1%	+$152	0.01%	204
2024 Q4	$11.9K	Buy	+236	New	+$11.9K	0.01%	233

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

Comprehensive Financial Planning's JPST Position: Q1 2026 in Review

Comprehensive Financial Planning increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.2% in Q1 2026, buying an estimated $152 and bringing the position to 246 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #251.

Comprehensive Financial Planning first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Comprehensive Financial Planning held 246 shares of JPMorgan Ultra-Short Income ETF worth $12.5K as of Q1 2026.
Comprehensive Financial Planning bought 3 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $152.
JPMorgan Ultra-Short Income ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #251 holding.
Comprehensive Financial Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.