Curry Webb Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Curry Webb Wealth Management’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	$2.56M	Sell	50,613 -5,915	-10%	-$300K	1.21%	20
2025 Q4	$2.86M	Buy	+56,528	New	+$2.86M	1.42%	22

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 $445B AUM 25.58% 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

Curry Webb Wealth Management's JPST Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 10% in Q1 2026, selling an estimated $300K and leaving 50,613 shares worth $2.56M. The position accounts for 1.21% of the portfolio, ranked #20.

Curry Webb Wealth Management first reported a position in JPST in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.86M in Q4 2025. 1,207 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Curry Webb Wealth Management held 50,613 shares of JPMorgan Ultra-Short Income ETF worth $2.56M as of Q1 2026.
Curry Webb Wealth Management sold 5,915 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $300K.
JPMorgan Ultra-Short Income ETF made up 1.21% of Curry Webb Wealth Management's portfolio in Q1 2026, its #20 holding.
Curry Webb Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 2 quarters since.
Curry Webb Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $2.86M in Q4 2025.
1,207 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.