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 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%	-$39.3K	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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

First Citizens Financial Corp's JPST Position: Q2 2026 in Review

First Citizens Financial Corp reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.3% in Q2 2026, selling an estimated $128K and leaving 106,011 shares worth $5.36M. The position accounts for 2.24% of the portfolio, ranked #13.

First Citizens Financial Corp first reported a position in JPST in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.41M in Q4 2024. 447 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

First Citizens Financial Corp held 106,011 shares of JPMorgan Ultra-Short Income ETF worth $5.36M as of Q2 2026.
First Citizens Financial Corp sold 2,540 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $128K.
JPMorgan Ultra-Short Income ETF made up 2.24% of First Citizens Financial Corp's portfolio in Q2 2026, its #13 holding.
First Citizens Financial Corp first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 25 quarters since.
First Citizens Financial Corp's JPMorgan Ultra-Short Income ETF position peaked at $6.41M in Q4 2024.
447 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.