JDM Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

JDM Financial Group’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	$803K	Sell	15,876 -314	-2%	-$15.9K	0.31%	33
2025 Q4	$819K	Buy	16,190 +3,068	+23%	+$155K	0.32%	32
2025 Q3	$666K	Buy	13,122 +249	+2%	+$12.6K	0.28%	34
2025 Q2	$652K	Sell	12,873 -3,055	-19%	-$154K	0.31%	31
2025 Q1	$806K	Sell	15,928 -4,403	-22%	-$222K	0.41%	28
2024 Q4	$1.02M	Buy	20,331 +20,167	+12,297%	+$1.02M	0.53%	24
2024 Q3	$8.32K	Hold	164	–	–	﹤0.01%	188
2024 Q2	$8.28K	Hold	164	–	–	0.01%	158
2024 Q1	$8.27K	Hold	164	–	–	0.01%	152
2023 Q4	$8.24K	Hold	164	–	–	0.01%	148
2023 Q3	$8.23K	Hold	164	–	–	0.01%	141
2023 Q2	$8.22K	Hold	164	–	–	0.01%	148
2023 Q1	$8.25K	Hold	164	–	–	0.01%	151
2022 Q4	$8.22K	Buy	+164	New	+$8.22K	0.01%	145

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

JDM Financial Group's JPST Position: Q1 2026 in Review

JDM Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.9% in Q1 2026, selling an estimated $15.9K and leaving 15,876 shares worth $803K. The position accounts for 0.31% of the portfolio, ranked #33.

JDM Financial Group first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

JDM Financial Group held 15,876 shares of JPMorgan Ultra-Short Income ETF worth $803K as of Q1 2026.
JDM Financial Group sold 314 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $15.9K.
JPMorgan Ultra-Short Income ETF made up 0.31% of JDM Financial Group's portfolio in Q1 2026, its #33 holding.
JDM Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
JDM Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $1.02M in Q4 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.