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IFG Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

IFG Advisory’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 		– Sell
-159,806
Closed -$8.08M – 649
2025
Q4 		$8.08M Buy
159,806
+3,957
+3% +$200K 0.35% 83
2025
Q3 		$7.91M Buy
155,849
+3,218
+2% +$163K 0.36% 77
2025
Q2 		$7.74M Sell
152,631
-7,123
-4% -$360K 0.39% 65
2025
Q1 		$8.09M Sell
159,754
-2,701
-2% -$136K 0.45% 53
2024
Q4 		$8.18M Buy
162,455
+30,548
+23% +$1.54M 0.46% 50
2024
Q3 		$6.69M Buy
131,907
+9,653
+8% +$488K 0.43% 55
2024
Q2 		$6.17M Sell
122,254
-28
-0% -$1.41K 0.4% 57
2024
Q1 		$6.17M Buy
122,282
+8,212
+7% +$413K 0.46% 50
2023
Q4 		$5.73M Sell
114,070
-6,847
-6% -$344K 0.42% 54
2023
Q3 		$6.07M Buy
120,917
+36,866
+44% +$1.85M 0.51% 38
2023
Q2 		$4.21M Sell
84,051
-6,572
-7% -$330K 0.37% 73
2023
Q1 		$4.56M Sell
90,623
-3,658
-4% -$184K 0.43% 58
2022
Q4 		$4.73M Sell
94,281
-1,019
-1% -$51.1K 0.47% 48
2022
Q3 		$4.78M Buy
95,300
+273
+0.3% +$13.7K 0.43% 50
2022
Q2 		$4.76M Buy
95,027
+298
+0.3% +$15K 0.51% 46
2022
Q1 		$4.76M Sell
94,729
-21,255
-18% -$1.07M 0.48% 46
2021
Q4 		$5.85M Sell
115,984
-16,897
-13% -$855K 0.57% 39
2021
Q3 		$6.74M Buy
132,881
+9,327
+8% +$473K 0.73% 26
2021
Q2 		$6.27M Buy
123,554
+856
+0.7% +$43.4K 0.7% 28
2021
Q1 		$6.23M Buy
122,698
+3,755
+3% +$191K 0.78% 19
2020
Q4 		$6.04M Buy
118,943
+724
+0.6% +$36.8K 0.84% 19
2020
Q3 		$6M Sell
118,219
-11,327
-9% -$576K 0.97% 18
2020
Q2 		$6.57M Buy
129,546
+7,533
+6% +$379K 1.18% 12
2020
Q1 		$6.06M Sell
122,013
-8,845
-7% -$445K 1.35% 11
2019
Q4 		$6.6M Buy
130,858
+1,298
+1% +$65.5K 1.2% 11
2019
Q3 		$6.53M Buy
129,560
+2,400
+2% +$121K 1.27% 12
2019
Q2 		$6.41M Sell
127,160
-2,043
-2% -$103K 1.14% 15
2019
Q1 		$6.5M Buy
+129,203
New +$6.49M 1.24% 15

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

IFG Advisory's JPST Position: Q1 2026 in Review

IFG Advisory sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 159,806 shares — an estimated $8.08M sold.

IFG Advisory first reported a position in JPST in Q1 2019 and held it in 28 quarters. The position peaked at $8.18M in Q4 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • IFG Advisory reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 159,806 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $8.08M.
  • IFG Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and held it in 28 quarters.
  • IFG Advisory's JPMorgan Ultra-Short Income ETF position peaked at $8.18M in Q4 2024.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.