Joel Isaacson & Co’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Joel Isaacson & Co’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	-7,403	Closed	-$375K	–	467
2025 Q4	$375K	Sell	7,403 -4,900	-40%	-$248K	0.01%	326
2025 Q3	$624K	Sell	12,303 -1,980	-14%	-$100K	0.02%	233
2025 Q2	$724K	Sell	14,283 -2,674	-16%	-$135K	0.03%	206
2025 Q1	$859K	Sell	16,957 -32	-0.2%	-$1.62K	0.04%	169
2024 Q4	$856K	Sell	16,989 -4,691	-22%	-$237K	0.04%	161
2024 Q3	$1.1M	Hold	21,680	–	–	0.05%	133
2024 Q2	$1.09M	Hold	21,680	–	–	0.06%	124
2024 Q1	$1.09M	Sell	21,680 -20,070	-48%	-$1.01M	0.06%	129
2023 Q4	$2.1M	Sell	41,750 -2,250	-5%	-$113K	0.13%	78
2023 Q3	$2.21M	Hold	44,000	–	–	0.15%	66
2023 Q2	$2.21M	Sell	44,000 -10,250	-19%	-$514K	0.15%	69
2023 Q1	$2.73M	Hold	54,250	–	–	0.2%	55
2022 Q4	$2.72M	Sell	54,250 -1,250	-2%	-$62.7K	0.21%	54
2022 Q3	$2.78M	Hold	55,500	–	–	0.24%	46
2022 Q2	$2.78M	Sell	55,500 -600	-1%	-$30.1K	0.23%	46
2022 Q1	$2.82M	Sell	56,100 -13,346	-19%	-$672K	0.21%	51
2021 Q4	$3.51M	Sell	69,446 -2,000	-3%	-$101K	0.24%	47
2021 Q3	$3.62M	Buy	+71,446	New	+$3.62M	0.27%	43

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

Joel Isaacson & Co's JPST Position: Q1 2026 in Review

Joel Isaacson & Co sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 7,403 shares — an estimated $375K sold.

Joel Isaacson & Co first reported a position in JPST in Q3 2021 and held it in 18 quarters. The position peaked at $3.62M in Q3 2021. 1,208 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Joel Isaacson & Co reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Joel Isaacson & Co sold 7,403 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $375K.
Joel Isaacson & Co first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and held it in 18 quarters.
Joel Isaacson & Co's JPMorgan Ultra-Short Income ETF position peaked at $3.62M in Q3 2021.
1,208 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.