Coordinated Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Coordinated Financial Services’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	$658K	Sell	13,000 -6,500	-33%	-$329K	0.38%	83
2025 Q4	$987K	Buy	19,500 +2,100	+12%	+$106K	0.57%	52
2025 Q3	$883K	Hold	17,400	–	–	0.57%	53
2025 Q2	$882K	Buy	17,400 +4,100	+31%	+$207K	0.61%	53
2025 Q1	$673K	Buy	13,300 +3,900	+41%	+$197K	0.52%	60
2024 Q4	$473K	Buy	+9,400	New	+$475K	0.37%	81

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

Coordinated Financial Services's JPST Position: Q1 2026 in Review

Coordinated Financial Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 33% in Q1 2026, selling an estimated $329K and leaving 13,000 shares worth $658K. The position accounts for 0.38% of the portfolio, ranked #83.

Coordinated Financial Services first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $987K in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Coordinated Financial Services held 13,000 shares of JPMorgan Ultra-Short Income ETF worth $658K as of Q1 2026.
Coordinated Financial Services sold 6,500 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $329K.
JPMorgan Ultra-Short Income ETF made up 0.38% of Coordinated Financial Services's portfolio in Q1 2026, its #83 holding.
Coordinated Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
Coordinated Financial Services's JPMorgan Ultra-Short Income ETF position peaked at $987K in Q4 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.