Financial Gravity Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Financial Gravity Asset Management’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	$9.52K	Hold	188	–	–	﹤0.01%	583
2025 Q4	$9.51K	Hold	188	–	–	﹤0.01%	497
2025 Q3	$9.54K	Buy	+188	New	+$9.52K	﹤0.01%	579
2025 Q1	$9.52K	Buy	+188	New	+$9.5K	﹤0.01%	617
2024 Q2	$46.8K	Sell	927 -2,204	-70%	-$111K	0.01%	275
2024 Q1	$158K	Sell	3,131 -139,392	-98%	-$7.02M	0.02%	231
2023 Q4	$3.03M	Buy	142,523 +1,929	+1%	+$96.8K	0.03%	169
2023 Q3	$2.93M	Buy	140,594 +127,938	+1,011%	+$6.41M	0.03%	167
2023 Q2	$635	Buy	12,656 +920	+8%	+$46.2K	﹤0.01%	946
2023 Q1	$2.96K	Buy	11,736 +11,686	+23,372%	+$587K	0.09%	241
2022 Q4	$22.6K	Sell	50 -100	-67%	-$5.01K	0.12%	98
2022 Q3	$2.1K	Buy	150 +50	+50%	+$2.51K	0.07%	284
2022 Q2	$574	Hold	100	–	–	0.02%	368
2022 Q1	$576	Sell	100 -250	-71%	-$12.6K	0.02%	394
2021 Q4	$1.39K	Buy	350 +321	+1,107%	+$16.2K	0.03%	359
2021 Q3	$51K	Buy	+29	New	+$1.47K	0.02%	560
2020 Q2	–	Sell	-3,610	Closed	-$179	–	461
2020 Q1	$179	Sell	3,610 -5,274	-59%	-$265K	﹤0.01%	771
2019 Q4	$448K	Sell	8,884 -304	-3%	-$15.3K	0.31%	21
2019 Q3	$463K	Buy	9,188 +6,834	+290%	+$345K	0.4%	56
2019 Q2	$119K	Buy	+2,354	New	+$119K	0.1%	207

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 Gravity Asset Management's JPST Position: Q1 2026 in Review

Financial Gravity Asset Management held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q1 2026 at 188 shares worth $9.52K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Financial Gravity Asset Management first reported a position in JPST in Q2 2019 and has held it in 20 quarters since. The position peaked at $3.03M in Q4 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Financial Gravity Asset Management held 188 shares of JPMorgan Ultra-Short Income ETF worth $9.52K as of Q1 2026.
Financial Gravity Asset Management left its JPMorgan Ultra-Short Income ETF share count unchanged in Q1 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #583 holding.
Financial Gravity Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 20 quarters since.
Financial Gravity Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $3.03M in Q4 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.