Journey Strategic Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Journey Strategic Wealth’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	$351K	Sell	6,940 -1,068	-13%	-$54.1K	0.01%	469
2025 Q4	$405K	Buy	8,008 +1,298	+19%	+$65.8K	0.01%	373
2025 Q3	$340K	Sell	6,710 -2,697	-29%	-$137K	0.01%	427
2025 Q2	$477K	Hold	9,407	–	–	0.02%	303
2025 Q1	$476K	Buy	9,407 +111	+1%	+$5.61K	0.02%	234
2024 Q4	$468K	Sell	9,296 -23,411	-72%	-$1.18M	0.02%	230
2024 Q3	$1.66M	Buy	32,707 +21,183	+184%	+$1.07M	0.06%	86
2024 Q2	$582K	Buy	11,524 +1,315	+13%	+$66.2K	0.02%	147
2024 Q1	$515K	Sell	10,209 -36,278	-78%	-$1.83M	0.02%	130
2023 Q4	$2.34M	Buy	46,487 +41,336	+802%	+$2.07M	0.11%	34
2023 Q3	$258K	Sell	5,151 -399	-7%	-$20K	0.01%	136
2023 Q2	$278K	Sell	5,550 -750	-12%	-$37.6K	0.01%	128
2023 Q1	$317K	Buy	+6,300	New	+$317K	0.03%	147

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 $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Journey Strategic Wealth's JPST Position: Q1 2026 in Review

Journey Strategic Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q1 2026, selling an estimated $54.1K and leaving 6,940 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #469.

Journey Strategic Wealth first reported a position in JPST in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.34M in Q4 2023. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Journey Strategic Wealth held 6,940 shares of JPMorgan Ultra-Short Income ETF worth $351K as of Q1 2026.
Journey Strategic Wealth sold 1,068 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $54.1K.
JPMorgan Ultra-Short Income ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #469 holding.
Journey Strategic Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 13 quarters since.
Journey Strategic Wealth's JPMorgan Ultra-Short Income ETF position peaked at $2.34M in Q4 2023.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.