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

Entruity Wealth’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	$1.6M	Sell	31,541 -2,524	-7%	-$128K	1.08%	23
2025 Q4	$1.72M	Buy	34,065 +103	+0.3%	+$5.22K	1.23%	22
2025 Q3	$1.72M	Sell	33,962 -4,627	-12%	-$234K	1.34%	20
2025 Q2	$1.96M	Buy	38,589 +7,358	+24%	+$372K	1.66%	19
2025 Q1	$1.58M	Buy	31,231 +12,002	+62%	+$606K	1.49%	19
2024 Q4	$969K	Buy	+19,229	New	+$971K	0.96%	25

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

Entruity Wealth's JPST Position: Q1 2026 in Review

Entruity Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.4% in Q1 2026, selling an estimated $128K and leaving 31,541 shares worth $1.6M. The position accounts for 1.08% of the portfolio, ranked #23.

Entruity Wealth first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.96M in Q2 2025. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Entruity Wealth held 31,541 shares of JPMorgan Ultra-Short Income ETF worth $1.6M as of Q1 2026.
Entruity Wealth sold 2,524 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $128K.
JPMorgan Ultra-Short Income ETF made up 1.08% of Entruity Wealth's portfolio in Q1 2026, its #23 holding.
Entruity Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
Entruity Wealth's JPMorgan Ultra-Short Income ETF position peaked at $1.96M in Q2 2025.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

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