Focus Partners Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Focus Partners Wealth’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	$90.7M	Buy	1,791,951 +351,759	+24%	+$17.8M	0.1%	194
2025 Q4	$73M	Buy	1,440,192 +863,988	+150%	+$43.8M	0.08%	214
2025 Q3	$29.2M	Sell	576,204 -111,638	-16%	-$5.65M	0.05%	318
2025 Q2	$34.9M	Buy	687,842 +2,794	+0.4%	+$141K	0.08%	241
2025 Q1	$34.7M	Buy	685,048 +142,652	+26%	+$7.21M	0.09%	230
2024 Q4	$27.4M	Buy	542,396 +403,523	+291%	+$20.4M	0.07%	253
2024 Q3	$7.05M	Sell	138,873 -254,617	-65%	-$12.9M	0.02%	479
2024 Q2	$19.9M	Buy	+393,490	New	+$19.8M	0.07%	244

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

Focus Partners Wealth's JPST Position: Q1 2026 in Review

Focus Partners Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 24% in Q1 2026, buying an estimated $17.8M and bringing the position to 1,791,951 shares worth $90.7M. The position accounts for 0.1% of the portfolio, ranked #194.

Focus Partners Wealth first reported a position in JPST in Q2 2024 and has held it in 8 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Focus Partners Wealth held 1,791,951 shares of JPMorgan Ultra-Short Income ETF worth $90.7M as of Q1 2026.
Focus Partners Wealth bought 351,759 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $17.8M.
JPMorgan Ultra-Short Income ETF made up 0.1% of Focus Partners Wealth's portfolio in Q1 2026, its #194 holding.
Focus Partners Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 8 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.