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

Etesian Wealth 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	$219K	Buy	4,335 +19	+0.4%	+$962	0.07%	130
2025 Q4	$218K	Buy	4,316 +20	+0.5%	+$1.01K	0.07%	127
2025 Q3	$218K	Sell	4,296 -815	-16%	-$41.3K	0.07%	130
2025 Q2	$259K	Buy	5,111 +28	+0.6%	+$1.41K	0.1%	126
2025 Q1	$257K	Sell	5,083 -557	-10%	-$28.1K	0.11%	124
2024 Q4	$284K	Sell	5,640 -353	-6%	-$17.8K	0.13%	126
2024 Q3	$304K	Sell	5,993 -394	-6%	-$19.9K	0.14%	124
2024 Q2	$322K	Buy	6,387 +213	+3%	+$10.7K	0.18%	101
2024 Q1	$311K	Buy	6,174 +562	+10%	+$28.3K	0.18%	98
2023 Q4	$282K	Sell	5,612 -448	-7%	-$22.5K	0.17%	99
2023 Q3	$304K	Sell	6,060 -80	-1%	-$4.01K	0.2%	95
2023 Q2	$308K	Sell	6,140 -15,800	-72%	-$793K	0.2%	94
2023 Q1	$1.1M	Sell	21,940 -680	-3%	-$34.2K	0.73%	45
2022 Q4	$1.13M	Buy	+22,620	New	+$1.13M	0.83%	46

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

Etesian Wealth Advisors's JPST Position: Q1 2026 in Review

Etesian Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.44% in Q1 2026, buying an estimated $962 and bringing the position to 4,335 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #130.

Etesian Wealth Advisors first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.13M in Q4 2022. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Etesian Wealth Advisors held 4,335 shares of JPMorgan Ultra-Short Income ETF worth $219K as of Q1 2026.
Etesian Wealth Advisors bought 19 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $962.
JPMorgan Ultra-Short Income ETF made up 0.07% of Etesian Wealth Advisors's portfolio in Q1 2026, its #130 holding.
Etesian Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
Etesian Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.13M in Q4 2022.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.