Insight Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Insight Wealth Partners’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	$14M	Buy	276,178 +7,976	+3%	+$404K	1.96%	5
2025 Q4	$13.6M	Buy	268,202 +7,220	+3%	+$366K	1.86%	5
2025 Q3	$13.2M	Sell	260,982 -49,319	-16%	-$2.5M	4.03%	5
2025 Q2	$15.7M	Buy	310,301 +142,090	+84%	+$7.18M	6.1%	3
2025 Q1	$8.52M	Buy	168,211 +6,292	+4%	+$318K	1.42%	6
2024 Q4	$8.16M	Sell	161,919 -2,036	-1%	-$103K	1.12%	6
2024 Q3	$8.32M	Sell	163,955 -419,986	-72%	-$21.2M	1.64%	6
2024 Q2	$29.5M	Buy	583,941 +179,408	+44%	+$9.03M	5.1%	2
2024 Q1	$20.4M	Buy	404,533 +66,995	+20%	+$3.37M	3.51%	2
2023 Q4	$17M	Buy	337,538 +124,688	+59%	+$6.26M	2.94%	2
2023 Q3	$10.7M	Sell	212,850 -2,115	-1%	-$106K	2.07%	4
2023 Q2	$10.8M	Buy	214,965 +177,790	+478%	+$8.92M	2.5%	3
2023 Q1	$1.87M	Buy	+37,175	New	+$1.87M	0.42%	19

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Insight Wealth Partners's JPST Position: Q1 2026 in Review

Insight Wealth Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 3% in Q1 2026, buying an estimated $404K and bringing the position to 276,178 shares worth $14M. The position accounts for 1.96% of the portfolio, ranked #5.

Insight Wealth Partners first reported a position in JPST in Q1 2023 and has held it in 13 quarters since. The position peaked at $29.5M in Q2 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Insight Wealth Partners held 276,178 shares of JPMorgan Ultra-Short Income ETF worth $14M as of Q1 2026.
Insight Wealth Partners bought 7,976 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $404K.
JPMorgan Ultra-Short Income ETF made up 1.96% of Insight Wealth Partners's portfolio in Q1 2026, its #5 holding.
Insight Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 13 quarters since.
Insight Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $29.5M in Q2 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.