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Illumine Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Illumine Investment Management’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 		$4.32M Sell
85,449
-1,294
-1% -$65.5K 3.32% 2
2025
Q4 		$4.39M Buy
86,743
+1,986
+2% +$101K 3.2% 2
2025
Q3 		$4.3M Buy
84,757
+3,065
+4% +$155K 3.06% 3
2025
Q2 		$4.14M Sell
81,692
-628
-0.8% -$31.7K 3.29% 3
2025
Q1 		$4.17M Buy
82,320
+9,473
+13% +$479K 3.41% 2
2024
Q4 		$3.67M Buy
+72,847
New +$3.68M 3.02% 4

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

Illumine Investment Management's JPST Position: Q1 2026 in Review

Illumine Investment Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.5% in Q1 2026, selling an estimated $65.5K and leaving 85,449 shares worth $4.32M. The position accounts for 3.32% of the portfolio, ranked #2.

Illumine Investment Management first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.39M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Illumine Investment Management held 85,449 shares of JPMorgan Ultra-Short Income ETF worth $4.32M as of Q1 2026.
  • Illumine Investment Management sold 1,294 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $65.5K.
  • JPMorgan Ultra-Short Income ETF made up 3.32% of Illumine Investment Management's portfolio in Q1 2026, its #2 holding.
  • Illumine Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Illumine Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $4.39M in Q4 2025.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Illumine Investment Management's 13F filing for Q1 2026, filed 4 May 2026.