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 -991	-52%	-$49.9K	0.01%	275
2024 Q1	$96.3K	Sell	1,918 -11	-0.6%	-$554	0.03%	190
2023 Q4	$96.9K	Buy	+1,929	New	+$96.8K	0.03%	191
2021 Q3	$51K	Buy	+29	New	+$1.47K	0.02%	560
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 $1.81T 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 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 11 quarters since. The position peaked at $463K in Q3 2019. 1,209 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 11 quarters since.
Financial Gravity Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $463K in Q3 2019.
1,209 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.