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

Fairway 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	$176K	Sell	3,479 -98	-3%	-$4.96K	0.05%	75
2025 Q4	$181K	Sell	3,577 -198	-5%	-$10K	0.05%	63
2025 Q3	$192K	Hold	3,775	–	–	0.05%	60
2025 Q2	$191K	Sell	3,775 -199	-5%	-$10.1K	0.06%	60
2025 Q1	$201K	Sell	3,974 -1,515	-28%	-$76.5K	0.07%	58
2024 Q4	$277K	Buy	5,489 +2,999	+120%	+$151K	0.12%	51
2024 Q3	$126K	Hold	2,490	–	–	0.06%	53
2024 Q2	$126K	Hold	2,490	–	–	0.07%	51
2024 Q1	$126K	Buy	2,490 +993	+66%	+$50K	0.09%	47
2023 Q4	$75.2K	Buy	+1,497	New	+$75.1K	0.06%	54

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

Fairway Wealth's JPST Position: Q1 2026 in Review

Fairway Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.7% in Q1 2026, selling an estimated $4.96K and leaving 3,479 shares worth $176K. The position accounts for 0.05% of the portfolio, ranked #75.

Fairway Wealth first reported a position in JPST in Q4 2023 and has held it in 10 quarters since. The position peaked at $277K in Q4 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Fairway Wealth held 3,479 shares of JPMorgan Ultra-Short Income ETF worth $176K as of Q1 2026.
Fairway Wealth sold 98 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $4.96K.
JPMorgan Ultra-Short Income ETF made up 0.05% of Fairway Wealth's portfolio in Q1 2026, its #75 holding.
Fairway Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 10 quarters since.
Fairway Wealth's JPMorgan Ultra-Short Income ETF position peaked at $277K in Q4 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

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