Detalus Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Detalus Advisors’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	$1.3M	Hold	25,700	–	–	0.3%	49
2025 Q4	$1.3M	Buy	25,700 +700	+3%	+$35.5K	0.32%	47
2025 Q3	$1.27M	Buy	25,000 +12,380	+98%	+$627K	0.33%	46
2025 Q2	$640K	Sell	12,620 -1,600	-11%	-$80.8K	0.19%	71
2025 Q1	$720K	Hold	14,220	–	–	0.23%	63
2024 Q4	$716K	Buy	+14,220	New	+$718K	0.24%	55

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

Detalus Advisors's JPST Position: Q1 2026 in Review

Detalus Advisors held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q1 2026 at 25,700 shares worth $1.3M. The position accounts for 0.3% of the portfolio, ranked #49.

Detalus Advisors first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Detalus Advisors held 25,700 shares of JPMorgan Ultra-Short Income ETF worth $1.3M as of Q1 2026.
Detalus Advisors left its JPMorgan Ultra-Short Income ETF share count unchanged in Q1 2026.
JPMorgan Ultra-Short Income ETF made up 0.3% of Detalus Advisors's portfolio in Q1 2026, its #49 holding.
Detalus Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.