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

FourThought Financial Partners’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	$1.18M	Sell	23,226 -1,990	-8%	-$101K	0.1%	124
2025 Q4	$1.28M	Buy	25,216 +1,393	+6%	+$70.6K	0.11%	122
2025 Q3	$1.21M	Sell	23,823 -125	-0.5%	-$6.33K	0.11%	125
2025 Q2	$1.21M	Sell	23,948 -4,196	-15%	-$212K	0.12%	121
2025 Q1	$1.42M	Sell	28,144 -11,153	-28%	-$563K	0.15%	113
2024 Q4	$1.98M	Sell	39,297 -3,347	-8%	-$169K	0.21%	100
2024 Q3	$2.16M	Sell	42,644 -2,646	-6%	-$134K	0.26%	81
2024 Q2	$2.29M	Buy	45,290 +787	+2%	+$39.6K	0.29%	75
2024 Q1	$2.25M	Sell	44,503 -4,768	-10%	-$240K	0.26%	91
2023 Q4	$2.47M	Sell	49,271 -14,421	-23%	-$724K	0.31%	79
2023 Q3	$3.2M	Sell	63,692 -6,328	-9%	-$317K	0.45%	63
2023 Q2	$3.51M	Sell	70,020 -20,414	-23%	-$1.02M	0.46%	60
2023 Q1	$4.55M	Sell	90,434 -35,725	-28%	-$1.8M	0.62%	49
2022 Q4	$6.32M	Buy	+126,159	New	+$6.32M	0.92%	34

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

FourThought Financial Partners's JPST Position: Q1 2026 in Review

FourThought Financial Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.9% in Q1 2026, selling an estimated $101K and leaving 23,226 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #124.

FourThought Financial Partners first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.32M in Q4 2022. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

FourThought Financial Partners held 23,226 shares of JPMorgan Ultra-Short Income ETF worth $1.18M as of Q1 2026.
FourThought Financial Partners sold 1,990 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $101K.
JPMorgan Ultra-Short Income ETF made up 0.1% of FourThought Financial Partners's portfolio in Q1 2026, its #124 holding.
FourThought Financial Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
FourThought Financial Partners's JPMorgan Ultra-Short Income ETF position peaked at $6.32M in Q4 2022.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.