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

Financial Alternatives’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	–	Sell	-4,000	Closed	-$202K	–	85
2025 Q4	$202K	Hold	4,000	–	–	0.12%	84
2025 Q3	$203K	Hold	4,000	–	–	0.12%	83
2025 Q2	$203K	Hold	4,000	–	–	0.13%	84
2025 Q1	$203K	Hold	4,000	–	–	0.14%	79
2024 Q4	$201K	Hold	4,000	–	–	0.14%	79
2024 Q3	$203K	Hold	4,000	–	–	0.14%	81
2024 Q2	$202K	Hold	4,000	–	–	0.15%	79
2024 Q1	$202K	Hold	4,000	–	–	0.16%	79
2023 Q4	$201K	Hold	4,000	–	–	0.17%	78
2023 Q3	$201K	Hold	4,000	–	–	0.19%	74
2023 Q2	$201K	Hold	4,000	–	–	0.18%	74
2023 Q1	$201K	Hold	4,000	–	–	0.19%	75
2022 Q4	$201K	Buy	+4,000	New	+$201K	0.2%	77

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Alternatives's JPST Position: Q1 2026 in Review

Financial Alternatives sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 4,000 shares — an estimated $202K sold.

Financial Alternatives first reported a position in JPST in Q4 2022 and held it in 13 quarters. The position peaked at $203K in Q3 2024. 1,208 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Financial Alternatives reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Financial Alternatives sold 4,000 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $202K.
Financial Alternatives first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 13 quarters.
Financial Alternatives's JPMorgan Ultra-Short Income ETF position peaked at $203K in Q3 2024.
1,208 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Financial Alternatives's 13F filing for Q1 2026, filed 1 May 2026.