Family Investment Center’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Family Investment Center’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	$25.9M	Buy	511,390 +116,836	+30%	+$5.92M	4.98%	7
2025 Q4	$20M	Buy	394,554 +15,402	+4%	+$780K	4.03%	8
2025 Q3	$19.2M	Buy	379,152 +136,953	+57%	+$6.93M	3.99%	7
2025 Q2	$12.3M	Buy	242,199 +186,205	+333%	+$9.41M	2.78%	12
2025 Q1	$2.83M	Buy	55,994 +45,919	+456%	+$2.32M	0.69%	25
2024 Q4	$507K	Buy	10,075 +449	+5%	+$22.7K	0.13%	51
2024 Q3	$488K	Sell	9,626 -465	-5%	-$23.5K	0.12%	46
2024 Q2	$509K	Sell	10,091 -1,651	-14%	-$83.1K	0.15%	41
2024 Q1	$592K	Sell	11,742 -10,842	-48%	-$546K	0.19%	43
2023 Q4	$1.13M	Buy	22,584 +15,683	+227%	+$787K	0.57%	24
2023 Q3	$346K	Buy	+6,901	New	+$346K	0.21%	38

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

Family Investment Center's JPST Position: Q1 2026 in Review

Family Investment Center increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 30% in Q1 2026, buying an estimated $5.92M and bringing the position to 511,390 shares worth $25.9M. The position accounts for 4.98% of the portfolio, ranked #7.

Family Investment Center first reported a position in JPST in Q3 2023 and has held it in 11 quarters since. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Family Investment Center held 511,390 shares of JPMorgan Ultra-Short Income ETF worth $25.9M as of Q1 2026.
Family Investment Center bought 116,836 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $5.92M.
JPMorgan Ultra-Short Income ETF made up 4.98% of Family Investment Center's portfolio in Q1 2026, its #7 holding.
Family Investment Center first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and has held it in 11 quarters since.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Family Investment Center's 13F filing for Q1 2026, filed 24 Apr 2026.