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

Daner 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	$1.12M	Sell	22,144 -36	-0.2%	-$1.82K	0.66%	22
2025 Q4	$1.12M	Buy	22,180 +295	+1%	+$14.9K	0.69%	21
2025 Q3	$1.11M	Buy	21,885 +236	+1%	+$11.9K	0.72%	20
2025 Q2	$1.1M	Buy	+21,649	New	+$1.09M	0.76%	19
2024 Q4	$1.55M	Buy	+30,609	New	+$1.55M	1.14%	17

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

Daner Wealth Management's JPST Position: Q1 2026 in Review

Daner Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.16% in Q1 2026, selling an estimated $1.82K and leaving 22,144 shares worth $1.12M. The position accounts for 0.66% of the portfolio, ranked #22.

Daner Wealth Management first reported a position in JPST in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.55M in Q4 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Daner Wealth Management held 22,144 shares of JPMorgan Ultra-Short Income ETF worth $1.12M as of Q1 2026.
Daner Wealth Management sold 36 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.82K.
JPMorgan Ultra-Short Income ETF made up 0.66% of Daner Wealth Management's portfolio in Q1 2026, its #22 holding.
Daner Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 5 quarters since.
Daner Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $1.55M in Q4 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Daner Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.