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

Darwin 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	$1.57K	Sell	31 -7	-18%	-$354	﹤0.01%	519
2025 Q4	$1.92K	Hold	38	–	–	﹤0.01%	529
2025 Q3	$1.93K	Hold	38	–	–	﹤0.01%	504
2025 Q2	$1.93K	Hold	38	–	–	﹤0.01%	492
2025 Q1	$1.91K	Hold	38	–	–	﹤0.01%	519
2024 Q4	$1.91K	Sell	38 -268	-88%	-$13.5K	﹤0.01%	519
2024 Q3	$15.5K	Buy	+306	New	+$15.5K	﹤0.01%	343
2021 Q4	–	Sell	-5,479	Closed	-$278K	–	172
2021 Q3	$278K	Sell	5,479 -742	-12%	-$37.6K	0.04%	146
2021 Q2	$316K	Sell	6,221 -19,511	-76%	-$990K	0.05%	142
2021 Q1	$1.31M	Buy	25,732 +3,012	+13%	+$153K	0.23%	72
2020 Q4	$1.15M	Buy	22,720 +13,471	+146%	+$684K	0.22%	78
2020 Q3	$469K	Sell	9,249 -12,133	-57%	-$617K	0.1%	102
2020 Q2	$1.08M	Sell	21,382 -7,331	-26%	-$369K	0.28%	76
2020 Q1	$1.43M	Sell	28,713 -14,091	-33%	-$709K	0.45%	56
2019 Q4	$2.16M	Buy	42,804 +1,535	+4%	+$77.5K	0.58%	68
2019 Q3	$2.08M	Buy	41,269 +10,622	+35%	+$536K	0.62%	62
2019 Q2	$1.54M	Buy	30,647 +4,620	+18%	+$233K	0.48%	70
2019 Q1	$1.31M	Buy	26,027 +14,271	+121%	+$717K	0.43%	70
2018 Q4	$589K	Buy	+11,756	New	+$590K	0.41%	53

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

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

Darwin Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 18% in Q1 2026, selling an estimated $354 and leaving 31 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Darwin Wealth Management first reported a position in JPST in Q4 2018 and has held it in 19 quarters since. The position peaked at $2.16M in Q4 2019. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Darwin Wealth Management held 31 shares of JPMorgan Ultra-Short Income ETF worth $1.57K as of Q1 2026.
Darwin Wealth Management sold 7 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $354.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #519 holding.
Darwin Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 19 quarters since.
Darwin Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $2.16M in Q4 2019.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.