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

Freedom 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	$3.28M	Buy	64,785 +18,329	+39%	+$928K	1.17%	22
2025 Q4	$2.35M	Buy	46,456 +12,321	+36%	+$624K	0.86%	25
2025 Q3	$1.73M	Buy	34,135 +3,301	+11%	+$167K	0.66%	27
2025 Q2	$1.56M	Buy	30,834 +498	+2%	+$25.2K	0.66%	26
2025 Q1	$1.54M	Buy	30,336 +1,836	+6%	+$92.7K	0.72%	25
2024 Q4	$1.44M	Buy	+28,500	New	+$1.44M	0.69%	27

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

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

Freedom Financial Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 39% in Q1 2026, buying an estimated $928K and bringing the position to 64,785 shares worth $3.28M. The position accounts for 1.17% of the portfolio, ranked #22.

Freedom Financial Partners first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Freedom Financial Partners held 64,785 shares of JPMorgan Ultra-Short Income ETF worth $3.28M as of Q1 2026.
Freedom Financial Partners bought 18,329 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $928K.
JPMorgan Ultra-Short Income ETF made up 1.17% of Freedom Financial Partners's portfolio in Q1 2026, its #22 holding.
Freedom Financial Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.