CW
JPST icon

Curio Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Curio Wealth’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 		$15.8K Hold
312
– – 0.01% 192
2025
Q4 		$15.8K Hold
312
– – 0.01% 208
2025
Q3 		$15.8K Buy
312
+227
+267% +$11.5K 0.01% 171
2025
Q2 		$4.31K Buy
85
+84
+8,400% +$4.24K ﹤0.01% 244
2025
Q1 		$4.28K Sell
1
-84
-99% -$4.24K ﹤0.01% 275
2024
Q4 		$4.28K Buy
+85
New +$4.29K ﹤0.01% 248

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Curio Wealth's JPST Position: Q1 2026 in Review

Curio Wealth held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q1 2026 at 312 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #192.

Curio Wealth first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.8K in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Curio Wealth held 312 shares of JPMorgan Ultra-Short Income ETF worth $15.8K as of Q1 2026.
  • Curio Wealth left its JPMorgan Ultra-Short Income ETF share count unchanged in Q1 2026.
  • JPMorgan Ultra-Short Income ETF made up 0.01% of Curio Wealth's portfolio in Q1 2026, its #192 holding.
  • Curio Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Curio Wealth's JPMorgan Ultra-Short Income ETF position peaked at $15.8K in Q4 2025.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.