Continuum Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Continuum Advisory’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	$4M	Buy	79,031 +46,557	+143%	+$2.36M	0.38%	61
2025 Q4	$1.64M	Sell	32,474 -16,491	-34%	-$836K	0.16%	119
2025 Q3	$2.48M	Buy	48,965 +21,184	+76%	+$1.07M	0.26%	90
2025 Q2	$1.41M	Sell	27,781 -2,009	-7%	-$101K	0.17%	123
2025 Q1	$1.51M	Buy	29,790 +867	+3%	+$43.8K	0.19%	112
2024 Q4	$1.46M	Sell	28,923 -2,688	-9%	-$136K	0.19%	110
2024 Q3	$1.6M	Buy	31,611 +5,395	+21%	+$273K	0.2%	107
2024 Q2	$1.32M	Buy	26,216 +736	+3%	+$37.1K	0.19%	118
2024 Q1	$1.28M	Sell	25,480 -1,914	-7%	-$96.4K	0.19%	124
2023 Q4	$1.38M	Sell	27,394 -51	-0.2%	-$2.56K	0.2%	131
2023 Q3	$1.38M	Sell	27,445 -1,603	-6%	-$80.3K	0.22%	121
2023 Q2	$1.46M	Sell	29,048 -1,170	-4%	-$58.7K	0.23%	118
2023 Q1	$1.52M	Buy	30,218 +2,121	+8%	+$107K	0.26%	111
2022 Q4	$1.41M	Sell	28,097 -57,756	-67%	-$2.9M	0.25%	116
2022 Q3	$4.31M	Buy	85,853 +19,904	+30%	+$998K	0.76%	23
2022 Q2	$3.3M	Buy	65,949 +17,912	+37%	+$899K	0.6%	33
2022 Q1	$2.41M	Sell	48,037 -2,159	-4%	-$109K	0.46%	49
2021 Q4	$2.53M	Buy	50,196 +21,545	+75%	+$1.09M	0.57%	38
2021 Q3	$1.45M	Sell	28,651 -5,952	-17%	-$302K	0.39%	68
2021 Q2	$1.76M	Sell	34,603 -18,705	-35%	-$949K	0.55%	41
2021 Q1	$2.7M	Sell	53,308 -2,708	-5%	-$138K	1.13%	22
2020 Q4	$2.85M	Sell	56,016 -196	-0.3%	-$9.95K	1.29%	21
2020 Q3	$2.85M	Buy	56,212 +3,101	+6%	+$158K	1.56%	17
2020 Q2	$2.69M	Sell	53,111 -13,876	-21%	-$699K	1.69%	16
2020 Q1	$3.32M	Sell	66,987 -25,186	-27%	-$1.27M	2.24%	12
2019 Q4	$4.65M	Buy	92,173 +32,673	+55%	+$1.65M	2.7%	9
2019 Q3	$3M	Buy	59,500 +2,047	+4%	+$103K	2.01%	13
2019 Q2	$2.9M	Buy	57,453 +11,928	+26%	+$601K	1.99%	13
2019 Q1	$2.29M	Buy	45,525 +15,188	+50%	+$763K	1.71%	15
2018 Q4	$1.52M	Sell	30,337 -15,121	-33%	-$759K	1.12%	22
2018 Q3	$2.28M	Sell	45,458 -30,597	-40%	-$1.54M	1.52%	16
2018 Q2	$3.81M	Buy	+76,055	New	+$3.81M	2.79%	8

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 $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Continuum Advisory's JPST Position: Q1 2026 in Review

Continuum Advisory increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 143% in Q1 2026, buying an estimated $2.36M and bringing the position to 79,031 shares worth $4M. The position accounts for 0.38% of the portfolio, ranked #61.

Continuum Advisory first reported a position in JPST in Q2 2018 and has held it in 32 quarters since. The position peaked at $4.65M in Q4 2019. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Continuum Advisory held 79,031 shares of JPMorgan Ultra-Short Income ETF worth $4M as of Q1 2026.
Continuum Advisory bought 46,557 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $2.36M.
JPMorgan Ultra-Short Income ETF made up 0.38% of Continuum Advisory's portfolio in Q1 2026, its #61 holding.
Continuum Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 32 quarters since.
Continuum Advisory's JPMorgan Ultra-Short Income ETF position peaked at $4.65M in Q4 2019.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.