Ethos Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ethos Financial Group’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	$320K	Sell	6,324 -975	-13%	-$49.4K	0.02%	391
2025 Q4	$371K	Sell	7,299 -1,128	-13%	-$57.2K	0.03%	346
2025 Q3	$428K	Sell	8,427 -70	-0.8%	-$3.54K	0.03%	293
2025 Q2	$431K	Sell	8,497 -375	-4%	-$18.9K	0.04%	289
2025 Q1	$449K	Hold	8,872	–	–	0.04%	248
2024 Q4	$449K	Sell	8,872 -1,813	-17%	-$91.6K	0.06%	170
2024 Q3	$542K	Sell	10,685 -3,369	-24%	-$170K	0.09%	125
2024 Q2	$709K	Sell	14,054 -46,917	-77%	-$2.36M	0.12%	102
2024 Q1	$3.08M	Sell	60,971 -17,397	-22%	-$876K	0.58%	44
2023 Q4	$3.96M	Sell	78,368 -152,662	-66%	-$7.66M	0.84%	33
2023 Q3	$12.2M	Buy	231,030 +158,821	+220%	+$7.96M	3.16%	4
2023 Q2	$3.64M	Hold	72,209	–	–	1.23%	26
2023 Q1	$3.64M	Sell	72,209 -19,031	-21%	-$956K	1.13%	27
2022 Q4	$4.6M	Buy	+91,240	New	+$4.57M	1.56%	24

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

Ethos Financial Group's JPST Position: Q1 2026 in Review

Ethos Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q1 2026, selling an estimated $49.4K and leaving 6,324 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #391.

Ethos Financial Group first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.2M in Q3 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Ethos Financial Group held 6,324 shares of JPMorgan Ultra-Short Income ETF worth $320K as of Q1 2026.
Ethos Financial Group sold 975 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $49.4K.
JPMorgan Ultra-Short Income ETF made up 0.02% of Ethos Financial Group's portfolio in Q1 2026, its #391 holding.
Ethos Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
Ethos Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $12.2M in Q3 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.