First Citizens Financial Corp’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

First Citizens Financial Corp’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 Q3	$7.04M	Buy	139,734 +33,723	+32%	+$1.7M	2.96%	5
2026 Q2	$5.36M	Sell	106,011 -2,540	-2%	-$128K	2.24%	13
2026 Q1	$5.49M	Buy	108,551 +62,849	+138%	+$3.18M	2.59%	8
2025 Q4	$2.31M	Buy	45,702 +2,028	+5%	+$103K	1.14%	23
2025 Q3	$2.22M	Sell	43,674 -3,574	-8%	-$181K	1.1%	22
2025 Q2	$2.39M	Sell	47,248 -21,104	-31%	-$1.07M	1.32%	20
2025 Q1	$3.46M	Sell	68,352 -58,883	-46%	-$2.97M	1.96%	14
2024 Q4	$6.41M	Buy	127,235 +8,758	+7%	+$442K	3.48%	4
2024 Q3	$6.01M	Buy	118,477 +61,989	+110%	+$3.13M	3.18%	6
2024 Q2	$2.85M	Sell	56,488 -16,453	-23%	-$829K	1.69%	19
2024 Q1	$3.68M	Buy	72,941 +3,981	+6%	+$200K	2.19%	14
2023 Q4	$3.46M	Buy	68,960 +1,874	+3%	+$94K	2.22%	14
2023 Q3	$3.37M	Buy	67,086 +20,513	+44%	+$1.03M	2.37%	14
2023 Q2	$2.34M	Buy	+46,573	New	+$2.34M	1.59%	19
2022 Q4	$2.58M	Sell	51,552 -2,435	-5%	-$122K	2.23%	14
2022 Q3	$2.71M	Sell	53,987 -783	-1%	-$39.2K	2.66%	14
2022 Q2	$2.74M	Sell	54,770 -10,274	-16%	-$515K	2.42%	14
2022 Q1	$3.27M	Sell	65,044 -48,651	-43%	-$2.45M	2.46%	14
2021 Q4	$5.74M	Buy	113,695 +4,571	+4%	+$231K	4.2%	4
2021 Q3	$5.54M	Buy	109,124 +6,873	+7%	+$349K	4.42%	4
2021 Q2	$5.19M	Buy	102,251 +37	+0%	+$1.88K	3.92%	6
2021 Q1	$5.19M	Buy	102,214 +16,091	+19%	+$817K	4.23%	5
2020 Q4	$4.37M	Buy	86,123 +6,953	+9%	+$353K	3.81%	7
2020 Q3	$4.02M	Buy	79,170 +66,307	+515%	+$3.37M	3.98%	7
2020 Q2	$653K	Buy	+12,863	New	+$648K	0.68%	29
2020 Q1	–	Sell	-4,123	Closed	-$208K	–	92
2019 Q4	$208K	Buy	+4,123	New	+$208K	0.21%	90

Other funds holding JPST

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

First Citizens Financial Corp's JPST Position: Q3 2026 in Review

First Citizens Financial Corp increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 32% in Q3 2026, buying an estimated $1.7M and bringing the position to 139,734 shares worth $7.04M. The position accounts for 2.96% of the portfolio, ranked #5.

First Citizens Financial Corp first reported a position in JPST in Q4 2019 and has held it in 26 quarters since. 1,117 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

First Citizens Financial Corp held 139,734 shares of JPMorgan Ultra-Short Income ETF worth $7.04M as of Q3 2026.
First Citizens Financial Corp bought 33,723 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $1.7M.
JPMorgan Ultra-Short Income ETF made up 2.96% of First Citizens Financial Corp's portfolio in Q3 2026, its #5 holding.
First Citizens Financial Corp first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 26 quarters since.
1,117 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on First Citizens Financial Corp's 13F filing for Q3 2026, filed 2 Oct 2026.