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

Financial Perspectives’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	$1.8M	Sell	35,483 -11,975	-25%	-$606K	0.5%	40
2025 Q4	$2.4M	Sell	47,458 -525	-1%	-$26.6K	0.65%	31
2025 Q3	$2.43M	Buy	47,983 +189	+0.4%	+$9.57K	0.68%	31
2025 Q2	$2.42M	Sell	47,794 -5,358	-10%	-$271K	0.73%	29
2025 Q1	$2.69M	Buy	53,152 +12,156	+30%	+$614K	0.92%	25
2024 Q4	$2.06M	Sell	40,996 -5,092	-11%	-$257K	0.69%	30
2024 Q3	$2.34M	Sell	46,088 -3,287	-7%	-$166K	0.81%	26
2024 Q2	$2.49M	Sell	49,375 -49,755	-50%	-$2.51M	0.92%	23
2024 Q1	$5M	Sell	99,130 -1,113	-1%	-$56K	1.9%	13
2023 Q4	$5.04M	Buy	100,243 +133	+0.1%	+$6.67K	2.04%	12
2023 Q3	$5.02M	Sell	100,110 -2,033	-2%	-$102K	2.3%	11
2023 Q2	$5.12M	Buy	102,143 +8,085	+9%	+$406K	2.25%	11
2023 Q1	$4.73M	Sell	94,058 -27,627	-23%	-$1.39M	2.26%	11
2022 Q4	$6.1M	Buy	121,685 +12,897	+12%	+$646K	3.13%	10
2022 Q3	$5.46M	Buy	108,788 +8,387	+8%	+$420K	3.06%	8
2022 Q2	$5.03M	Sell	100,401 -20,124	-17%	-$1.01M	2.84%	10
2022 Q1	$6.06M	Buy	120,525 +20,209	+20%	+$1.02M	2.83%	9
2021 Q4	$5.06M	Sell	100,316 -1,921	-2%	-$97.2K	2.39%	9
2021 Q3	$5.19M	Sell	102,237 -1,373	-1%	-$69.6K	2.61%	9
2021 Q2	$5.26M	Sell	103,610 -5,281,638	-98%	-$268M	2.56%	9
2021 Q1	$106M	Buy	5,385,248 +5,264,910	+4,375%	+$267M	5.27%	3
2020 Q4	$6.11M	Sell	120,338 -113,623	-49%	-$5.77M	3.47%	7
2020 Q3	$11.9M	Sell	233,961 -37,131	-14%	-$1.89M	7.82%	2
2020 Q2	$13.8M	Sell	271,092 -67,958	-20%	-$3.42M	9.84%	2
2020 Q1	$16.8M	Sell	339,050 -205,804	-38%	-$10.3M	13.61%	2
2019 Q4	$27.5M	Buy	+544,854	New	+$27.5M	18.75%	1

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 Perspectives's JPST Position: Q1 2026 in Review

Financial Perspectives reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 25% in Q1 2026, selling an estimated $606K and leaving 35,483 shares worth $1.8M. The position accounts for 0.5% of the portfolio, ranked #40.

Financial Perspectives first reported a position in JPST in Q4 2019 and has held it in 26 quarters since. The position peaked at $106M in Q1 2021. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Financial Perspectives held 35,483 shares of JPMorgan Ultra-Short Income ETF worth $1.8M as of Q1 2026.
Financial Perspectives sold 11,975 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $606K.
JPMorgan Ultra-Short Income ETF made up 0.5% of Financial Perspectives's portfolio in Q1 2026, its #40 holding.
Financial Perspectives first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's JPMorgan Ultra-Short Income ETF position peaked at $106M in Q1 2021.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.