Diversified Portfolios Inc’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Diversified Portfolios Inc’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	$347K	Buy	6,850 +600	+10%	+$30.4K	0.03%	144
2025 Q4	$316K	Sell	6,250 -2,547	-29%	-$129K	0.03%	146
2025 Q3	$446K	Sell	8,797 -926	-10%	-$46.9K	0.04%	128
2025 Q2	$493K	Sell	9,723 -13	-0.1%	-$657	0.05%	118
2025 Q1	$493K	Buy	9,736 +1,863	+24%	+$94.1K	0.05%	108
2024 Q4	$397K	Buy	7,873 +1,230	+19%	+$62.1K	0.04%	119
2024 Q3	$337K	Buy	6,643 +2,281	+52%	+$115K	0.04%	120
2024 Q2	$220K	Buy	+4,362	New	+$220K	0.03%	128
2024 Q1	–	Sell	-9,697	Closed	-$487K	–	127
2023 Q4	$487K	Buy	+9,697	New	+$487K	0.08%	93

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 $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diversified Portfolios Inc's JPST Position: Q1 2026 in Review

Diversified Portfolios Inc increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.6% in Q1 2026, buying an estimated $30.4K and bringing the position to 6,850 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #144.

Diversified Portfolios Inc first reported a position in JPST in Q4 2023 and has held it in 9 quarters since. The position peaked at $493K in Q1 2025. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Diversified Portfolios Inc held 6,850 shares of JPMorgan Ultra-Short Income ETF worth $347K as of Q1 2026.
Diversified Portfolios Inc bought 600 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $30.4K.
JPMorgan Ultra-Short Income ETF made up 0.03% of Diversified Portfolios Inc's portfolio in Q1 2026, its #144 holding.
Diversified Portfolios Inc first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 9 quarters since.
Diversified Portfolios Inc's JPMorgan Ultra-Short Income ETF position peaked at $493K in Q1 2025.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.