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Frisch Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Frisch Financial Group’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 		$10.5M Sell
206,827
-124,852
-38% -$6.32M 2.19% 16
2025
Q4 		$16.8M Sell
331,679
-259,246
-44% -$13.1M 3.77% 7
2025
Q3 		$30M Sell
590,925
-13,753
-2% -$696K 6.97% 1
2025
Q2 		$30.6M Buy
604,678
+307,160
+103% +$15.5M 7.5% 1
2025
Q1 		$15.1M Sell
297,518
-45,043
-13% -$2.28M 4.23% 6
2024
Q4 		$17.3M Buy
342,561
+18,031
+6% +$911K 5.24% 4
2024
Q3 		$16.5M Sell
324,530
-281,621
-46% -$14.2M 4.95% 5
2024
Q2 		$30.6M Buy
606,151
+167,971
+38% +$8.46M 9.27% 1
2024
Q1 		$22.1M Buy
438,180
+420,101
+2,324% +$21.2M 7.34% 1
2023
Q4 		$908K Sell
18,079
-197,996
-92% -$9.94M 0.34% 45
2023
Q3 		$10.8M Buy
216,075
+10,522
+5% +$527K 4.4% 7
2023
Q2 		$10.3M Buy
205,553
+14,545
+8% +$730K 4.94% 3
2023
Q1 		$9.61M Buy
191,008
+159,847
+513% +$8.03M 3.73% 8
2022
Q4 		$1.56M Buy
31,161
+7,218
+30% +$362K 0.59% 40
2022
Q3 		$1.2M Sell
23,943
-1,468
-6% -$73.6K 0.51% 38
2022
Q2 		$1.27M Sell
25,411
-17,943
-41% -$900K 0.49% 39
2022
Q1 		$2.18M Sell
43,354
-146,144
-77% -$7.36M 0.7% 38
2021
Q4 		$9.57M Buy
189,498
+17,862
+10% +$904K 3% 8
2021
Q3 		$8.71M Sell
171,636
-11,531
-6% -$585K 2.9% 10
2021
Q2 		$9.29M Sell
183,167
-11,126
-6% -$565K 2.93% 8
2021
Q1 		$9.86M Sell
194,293
-680,968
-78% -$34.6M 3.32% 7
2020
Q4 		$44.5M Sell
875,261
-131,408
-13% -$6.67M 16.27% 1
2020
Q3 		$51.1M Sell
1,006,669
-72,463
-7% -$3.68M 22.25% 1
2020
Q2 		$54.7M Buy
1,079,132
+1,074,197
+21,767% +$54.1M 25.87% 1
2020
Q1 		$245K Sell
4,935
-325,802
-99% -$16.4M 0.14% 84
2019
Q4 		$16.7M Buy
+330,737
New +$16.7M 7.9% 2

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Frisch Financial Group's JPST Position: Q1 2026 in Review

Frisch Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 38% in Q1 2026, selling an estimated $6.32M and leaving 206,827 shares worth $10.5M. The position accounts for 2.19% of the portfolio, ranked #16.

Frisch Financial Group first reported a position in JPST in Q4 2019 and has held it in 26 quarters since. The position peaked at $54.7M in Q2 2020. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Frisch Financial Group held 206,827 shares of JPMorgan Ultra-Short Income ETF worth $10.5M as of Q1 2026.
  • Frisch Financial Group sold 124,852 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $6.32M.
  • JPMorgan Ultra-Short Income ETF made up 2.19% of Frisch Financial Group's portfolio in Q1 2026, its #16 holding.
  • Frisch Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 26 quarters since.
  • Frisch Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $54.7M in Q2 2020.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.