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

Greenberg 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
2025 Q4	$1.54M	Buy	+30,520	New	+$1.55M	0.64%	31
2025 Q2	$1.59M	Buy	31,372 +741	+2%	+$37.4K	0.59%	33
2025 Q1	$1.55M	Buy	+30,631	New	+$1.55M	0.64%	33

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Greenberg Financial Group's JPST Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025: 30,520 shares worth $1.54M. The stake represents 0.64% of the portfolio and ranks #31 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in JPST as recently as Q2 2025.

Greenberg Financial Group first reported a position in JPST in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.59M in Q2 2025. 1,203 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

Greenberg Financial Group held 30,520 shares of JPMorgan Ultra-Short Income ETF worth $1.54M as of Q4 2025.
JPMorgan Ultra-Short Income ETF was a new Greenberg Financial Group position in Q4 2025.
JPMorgan Ultra-Short Income ETF made up 0.64% of Greenberg Financial Group's portfolio in Q4 2025, its #31 holding.
Greenberg Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 3 quarters since.
Greenberg Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $1.59M in Q2 2025.
1,203 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.