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John A. Wolfe & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

John A. Wolfe & Associates’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
-1,255,984
Closed -$63.5M – 46
2025
Q4 		$63.5M Buy
+1,255,984
New +$63.6M 34.31% 1

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

John A. Wolfe & Associates's JPST Position: Q1 2026 in Review

John A. Wolfe & Associates sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 1,255,984 shares — an estimated $63.5M sold.

John A. Wolfe & Associates first reported a position in JPST in Q4 2025 and held it in 1 quarter. The position peaked at $63.5M in Q4 2025. 1,208 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • John A. Wolfe & Associates reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • John A. Wolfe & Associates sold 1,255,984 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $63.5M.
  • John A. Wolfe & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and held it in 1 quarter.
  • John A. Wolfe & Associates's JPMorgan Ultra-Short Income ETF position peaked at $63.5M in Q4 2025.
  • 1,208 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on John A. Wolfe & Associates's 13F filing for Q1 2026, filed 5 May 2026.