FMA Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

FMA Wealth 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	–	Sell	-9,282	Closed	-$470K	–	43
2025 Q4	$470K	Sell	9,282 -7,950	-46%	-$403K	0.3%	30
2025 Q3	$874K	Buy	+17,232	New	+$872K	0.6%	25
2024 Q4	–	Sell	-6,086	Closed	-$309K	–	42
2024 Q3	$309K	Sell	6,086 -962	-14%	-$48.6K	0.22%	33
2024 Q2	$356K	Buy	+7,048	New	+$355K	0.29%	33

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

FMA Wealth Management's JPST Position: Q1 2026 in Review

FMA Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 9,282 shares — an estimated $470K sold.

FMA Wealth Management first reported a position in JPST in Q2 2024 and held it in 4 quarters. The position peaked at $874K in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

FMA Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
FMA Wealth Management sold 9,282 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $470K.
FMA Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and held it in 4 quarters.
FMA Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $874K in Q3 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on FMA Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.