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Independent Solutions Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Independent Solutions Wealth 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 		$8.49M Buy
167,656
+95,822
+133% +$4.85M 1.25% 17
2025
Q4 		$3.63M Buy
71,834
+11,621
+19% +$589K 0.67% 48
2025
Q3 		$3.05M Buy
60,213
+8,531
+17% +$432K 0.54% 61
2025
Q2 		$2.62M Buy
51,682
+4,497
+10% +$227K 0.51% 64
2025
Q1 		$2.39M Buy
47,185
+3,873
+9% +$196K 0.53% 60
2024
Q4 		$2.18M Buy
43,312
+33,036
+321% +$1.67M 0.48% 65
2024
Q3 		$521K Buy
+10,276
New +$519K 0.12% 115

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

Independent Solutions Wealth Management's JPST Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 133% in Q1 2026, buying an estimated $4.85M and bringing the position to 167,656 shares worth $8.49M. The position accounts for 1.25% of the portfolio, ranked #17.

Independent Solutions Wealth Management first reported a position in JPST in Q3 2024 and has held it in 7 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Independent Solutions Wealth Management held 167,656 shares of JPMorgan Ultra-Short Income ETF worth $8.49M as of Q1 2026.
  • Independent Solutions Wealth Management bought 95,822 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $4.85M.
  • JPMorgan Ultra-Short Income ETF made up 1.25% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Independent Solutions Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.