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Core Wealth Advisors (Indiana)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Core Wealth Advisors (Indiana)’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
-4,233
Closed -$214K – 34
2025
Q4 		$214K Buy
+4,233
New +$214K 0.17% 31

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Core Wealth Advisors (Indiana)'s JPST Position: Q1 2026 in Review

Core Wealth Advisors (Indiana) sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 4,233 shares — an estimated $214K sold.

Core Wealth Advisors (Indiana) first reported a position in JPST in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 1,209 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Core Wealth Advisors (Indiana) reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • Core Wealth Advisors (Indiana) sold 4,233 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $214K.
  • Core Wealth Advisors (Indiana) first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and held it in 1 quarter.
  • Core Wealth Advisors (Indiana)'s JPMorgan Ultra-Short Income ETF position peaked at $214K in Q4 2025.
  • 1,209 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Core Wealth Advisors (Indiana)'s 13F filing for Q1 2026, filed 28 Apr 2026.