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

Ergawealth 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	$2.66M	Buy	52,516 +8,429	+19%	+$427K	1.18%	13
2025 Q4	$2.23M	Sell	44,087 -2,221	-5%	-$113K	1.03%	14
2025 Q3	$2.35M	Sell	46,308 -33,663	-42%	-$1.7M	1.09%	18
2025 Q2	$4.05M	Sell	79,971 -8,398	-10%	-$424K	1.82%	16
2025 Q1	$4.47M	Buy	88,369 +1,672	+2%	+$84.5K	2.22%	14
2024 Q4	$4.37M	Buy	86,697 +3,694	+4%	+$187K	2.16%	14
2024 Q3	$4.21M	Sell	83,003 -6,879	-8%	-$348K	2.09%	15
2024 Q2	$4.54M	Buy	89,882 +2,138	+2%	+$108K	2.47%	13
2024 Q1	$4.43M	Sell	87,744 -6,044	-6%	-$304K	2.43%	12
2023 Q4	$4.71M	Sell	93,788 -2,237	-2%	-$112K	2.9%	11
2023 Q3	$4.82M	Buy	96,025 +19,133	+25%	+$959K	3.33%	9
2023 Q2	$3.86M	Buy	76,892 +25,604	+50%	+$1.28M	2.64%	11
2023 Q1	$2.58M	Buy	51,288 +23,759	+86%	+$1.19M	2.1%	11
2022 Q4	$1.38M	Buy	+27,529	New	+$1.38M	1.25%	13

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

Ergawealth Advisors's JPST Position: Q1 2026 in Review

Ergawealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 19% in Q1 2026, buying an estimated $427K and bringing the position to 52,516 shares worth $2.66M. The position accounts for 1.18% of the portfolio, ranked #13.

Ergawealth Advisors first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.82M in Q3 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Ergawealth Advisors held 52,516 shares of JPMorgan Ultra-Short Income ETF worth $2.66M as of Q1 2026.
Ergawealth Advisors bought 8,429 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $427K.
JPMorgan Ultra-Short Income ETF made up 1.18% of Ergawealth Advisors's portfolio in Q1 2026, its #13 holding.
Ergawealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
Ergawealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.82M in Q3 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.