Eagle Strategies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Eagle Strategies’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	$6.72M	Buy	132,869 +4,605	+4%	+$233K	0.8%	35
2025 Q4	$6.49M	Buy	128,264 +16	+0%	+$811	0.83%	34
2025 Q3	$6.51M	Buy	128,248 +123,009	+2,348%	+$6.23M	0.87%	35
2025 Q2	$266K	Buy	+5,239	New	+$265K	0.04%	201
2024 Q1	–	Sell	-85,359	Closed	-$4.29M	–	303
2023 Q4	$4.29M	Sell	85,359 -158,789	-65%	-$7.97M	0.92%	30
2023 Q3	$12.3M	Buy	244,148 +11,889	+5%	+$596K	3.02%	6
2023 Q2	$11.6M	Sell	232,259 -17,486	-7%	-$878K	2.83%	6
2023 Q1	$12.6M	Buy	249,745 +22,971	+10%	+$1.15M	3.14%	6
2022 Q4	$11.4M	Buy	226,774 +9,759	+4%	+$489K	3.4%	4
2022 Q3	$10.9M	Buy	217,015 +149,523	+222%	+$7.5M	5.69%	2
2022 Q2	$3.38M	Buy	67,492 +37,559	+125%	+$1.88M	1.23%	25
2022 Q1	$1.5M	Sell	29,933 -16,133	-35%	-$813K	0.59%	42
2021 Q4	$2.33M	Buy	+46,066	New	+$2.33M	0.91%	29

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

Eagle Strategies's JPST Position: Q1 2026 in Review

Eagle Strategies increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.6% in Q1 2026, buying an estimated $233K and bringing the position to 132,869 shares worth $6.72M. The position accounts for 0.8% of the portfolio, ranked #35.

Eagle Strategies first reported a position in JPST in Q4 2021 and has held it in 13 quarters since. The position peaked at $12.6M in Q1 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Eagle Strategies held 132,869 shares of JPMorgan Ultra-Short Income ETF worth $6.72M as of Q1 2026.
Eagle Strategies bought 4,605 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $233K.
JPMorgan Ultra-Short Income ETF made up 0.8% of Eagle Strategies's portfolio in Q1 2026, its #35 holding.
Eagle Strategies first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 13 quarters since.
Eagle Strategies's JPMorgan Ultra-Short Income ETF position peaked at $12.6M in Q1 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Eagle Strategies's 13F filing for Q1 2026, filed 20 Apr 2026.