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

Endowment 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	$4.78M	Buy	94,460 +16,077	+21%	+$814K	2.11%	13
2025 Q4	$3.97M	Buy	78,383 +84	+0.1%	+$4.26K	1.82%	14
2025 Q3	$3.97M	Buy	78,299 +16,914	+28%	+$856K	1.8%	12
2025 Q2	$3.11M	Buy	61,385 +6,601	+12%	+$333K	1.6%	14
2025 Q1	$2.77M	Buy	54,784 +8,204	+18%	+$414K	1.78%	14
2024 Q4	$2.35M	Buy	46,580 +8,366	+22%	+$423K	1.58%	15
2024 Q3	$1.94M	Buy	38,214 +3,094	+9%	+$156K	1.28%	20
2024 Q2	$1.77M	Buy	35,120 +4,140	+13%	+$208K	1.29%	20
2024 Q1	$1.56M	Buy	30,980 +1,313	+4%	+$66.1K	1.17%	23
2023 Q4	$1.49M	Buy	29,667 +2,343	+9%	+$118K	1.24%	23
2023 Q3	$1.37M	Buy	27,324 +4,867	+22%	+$244K	1.23%	22
2023 Q2	$1.13M	Buy	22,457 +1,622	+8%	+$81.4K	1.03%	22
2023 Q1	$1.05M	Buy	20,835 +4,906	+31%	+$247K	1.05%	21
2022 Q4	$799K	Buy	15,929 +2,149	+16%	+$108K	0.88%	23
2022 Q3	$691K	Buy	13,780 +1,386	+11%	+$69.5K	0.84%	25
2022 Q2	$621K	Buy	12,394 +2,690	+28%	+$135K	0.75%	27
2022 Q1	$488K	Buy	9,704 +1,220	+14%	+$61.5K	0.51%	49
2021 Q4	$428K	Buy	+8,484	New	+$429K	0.43%	49

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

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

Endowment Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 21% in Q1 2026, buying an estimated $814K and bringing the position to 94,460 shares worth $4.78M. The position accounts for 2.11% of the portfolio, ranked #13.

Endowment Wealth Management first reported a position in JPST in Q4 2021 and has held it in 18 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Endowment Wealth Management held 94,460 shares of JPMorgan Ultra-Short Income ETF worth $4.78M as of Q1 2026.
Endowment Wealth Management bought 16,077 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $814K.
JPMorgan Ultra-Short Income ETF made up 2.11% of Endowment Wealth Management's portfolio in Q1 2026, its #13 holding.
Endowment Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 18 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.