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

Financial Connections 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	$7.7M	Sell	152,150 -11,941	-7%	-$605K	2.68%	12
2025 Q4	$8.3M	Buy	164,091 +25,240	+18%	+$1.28M	2.85%	11
2025 Q3	$7.04M	Sell	138,851 -3,954	-3%	-$200K	2.75%	13
2025 Q2	$7.24M	Buy	142,805 +11,871	+9%	+$600K	2.99%	12
2025 Q1	$6.63M	Sell	130,934 -30,526	-19%	-$1.54M	2.98%	11
2024 Q4	$8.13M	Buy	161,460 +18,464	+13%	+$932K	3.91%	10
2024 Q3	$7.25M	Buy	142,996 +13,752	+11%	+$695K	3.57%	10
2024 Q2	$6.52M	Buy	129,244 +48,880	+61%	+$2.46M	3.38%	10
2024 Q1	$4.05M	Sell	80,364 -733	-0.9%	-$36.9K	4.44%	7
2023 Q4	$4.07M	Buy	81,097 +19,353	+31%	+$971K	2.64%	11
2023 Q3	$3.1M	Sell	61,744 -745	-1%	-$37.3K	3.82%	8
2023 Q2	$3.13M	Sell	62,489 -704	-1%	-$35.3K	2.05%	15
2023 Q1	$3.18M	Buy	63,193 +20,365	+48%	+$1.02M	2.26%	13
2022 Q4	$2.15M	Buy	+42,828	New	+$2.15M	1.69%	17

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

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

Financial Connections Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.3% in Q1 2026, selling an estimated $605K and leaving 152,150 shares worth $7.7M. The position accounts for 2.68% of the portfolio, ranked #12.

Financial Connections Group first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.3M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Financial Connections Group held 152,150 shares of JPMorgan Ultra-Short Income ETF worth $7.7M as of Q1 2026.
Financial Connections Group sold 11,941 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $605K.
JPMorgan Ultra-Short Income ETF made up 2.68% of Financial Connections Group's portfolio in Q1 2026, its #12 holding.
Financial Connections Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
Financial Connections Group's JPMorgan Ultra-Short Income ETF position peaked at $8.3M in Q4 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

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