Intellus Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Intellus Advisors’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	-5,003	Closed	-$253K	–	133
2025 Q4	$253K	Sell	5,003 -325	-6%	-$16.5K	0.03%	116
2025 Q3	$270K	Buy	5,328 +350	+7%	+$17.7K	0.04%	112
2025 Q2	$252K	Buy	4,978 +417	+9%	+$21.1K	0.04%	117
2025 Q1	$231K	Buy	+4,561	New	+$230K	0.04%	106

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

Intellus Advisors's JPST Position: Q1 2026 in Review

Intellus Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 5,003 shares — an estimated $253K sold.

Intellus Advisors first reported a position in JPST in Q1 2025 and held it in 4 quarters. The position peaked at $270K in Q3 2025. 1,208 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Intellus Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Intellus Advisors sold 5,003 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $253K.
Intellus Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and held it in 4 quarters.
Intellus Advisors's JPMorgan Ultra-Short Income ETF position peaked at $270K in Q3 2025.
1,208 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.