Johnson Financial Group Inc (Wisconsin)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$8.26M	Buy	163,260 +10,708	+7%	+$542K	0.3%	43
2025 Q4	$7.74M	Buy	152,552 +16,262	+12%	+$824K	0.29%	45
2025 Q3	$6.91M	Buy	136,290 +17,531	+15%	+$888K	0.26%	46
2025 Q2	$6.02M	Buy	118,759 +11,842	+11%	+$598K	0.27%	46
2025 Q1	$5.41M	Buy	106,917 +1,504	+1%	+$76K	0.26%	51
2024 Q4	$5.33M	Sell	105,413 -17,665	-14%	-$892K	0.25%	51
2024 Q3	$6.25M	Buy	123,078 +3,832	+3%	+$194K	0.29%	51
2024 Q2	$6.02M	Sell	119,246 -77,789	-39%	-$3.92M	0.29%	48
2024 Q1	$9.94M	Sell	197,035 -150,419	-43%	-$7.57M	0.53%	27
2023 Q4	$17.5M	Buy	347,454 +332,462	+2,218%	+$16.7M	0.96%	22
2023 Q3	$752K	Sell	14,992 -7,993	-35%	-$400K	0.05%	134
2023 Q2	$1.15M	Buy	22,985 +1,015	+5%	+$50.9K	0.08%	111
2023 Q1	$1.11M	Buy	21,970 +14,988	+215%	+$753K	0.08%	108
2022 Q4	$351K	Buy	6,982 +1,992	+40%	+$99.8K	0.03%	197
2022 Q3	$250K	Hold	4,990	–	–	0.02%	213
2022 Q2	$250K	Hold	4,990	–	–	0.02%	223
2022 Q1	$251K	Hold	4,990	–	–	0.02%	246
2021 Q4	$252K	Hold	4,990	–	–	0.02%	255
2021 Q3	$253K	Hold	4,990	–	–	0.02%	240
2021 Q2	$253K	Hold	4,990	–	–	0.02%	242
2021 Q1	$253K	Hold	4,990	–	–	0.02%	245
2020 Q4	$253K	Hold	4,990	–	–	0.02%	199
2020 Q3	$253K	Hold	4,990	–	–	0.03%	181
2020 Q2	$253K	Hold	4,990	–	–	0.03%	171
2020 Q1	$248K	Hold	4,990	–	–	0.03%	174
2019 Q4	$252K	Hold	4,990	–	–	0.02%	187
2019 Q3	$252K	Buy	+4,990	New	+$252K	0.02%	211
2019 Q2	–	Sell	-4,990	Closed	-$251K	–	555
2019 Q1	$251K	Sell	4,990 -200	-4%	-$10.1K	0.02%	209
2018 Q4	$260K	Hold	5,190	–	–	0.03%	204
2018 Q3	$260K	Hold	5,190	–	–	0.03%	215
2018 Q2	$260K	Buy	5,190 +200	+4%	+$10K	0.03%	210
2018 Q1	$250K	Buy	+4,990	New	+$250K	0.03%	208

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

Johnson Financial Group Inc (Wisconsin)'s JPST Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7% in Q1 2026, buying an estimated $542K and bringing the position to 163,260 shares worth $8.26M. The position accounts for 0.3% of the portfolio, ranked #43.

Johnson Financial Group Inc (Wisconsin) first reported a position in JPST in Q1 2018 and has held it in 32 quarters since. The position peaked at $17.5M in Q4 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 163,260 shares of JPMorgan Ultra-Short Income ETF worth $8.26M as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) bought 10,708 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $542K.
JPMorgan Ultra-Short Income ETF made up 0.3% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #43 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2018 and has held it in 32 quarters since.
Johnson Financial Group Inc (Wisconsin)'s JPMorgan Ultra-Short Income ETF position peaked at $17.5M in Q4 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.