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Key Financial Inc’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Key Financial Inc’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 		$1.29M Buy
25,566
+11,027
+76% +$558K 0.23% 84
2025
Q4 		$736K Buy
14,539
+3,053
+27% +$155K 0.13% 136
2025
Q3 		$581K Buy
11,486
+3,803
+49% +$193K 0.11% 157
2025
Q2 		$389K Buy
7,683
+743
+11% +$37.5K 0.08% 197
2025
Q1 		$351K Hold
6,940
– – 0.08% 195
2024
Q4 		$350K Buy
6,940
+6,030
+663% +$305K 0.08% 185
2024
Q3 		$46.2K Hold
910
– – 0.01% 491
2024
Q2 		$45.9K Sell
910
-800
-47% -$40.3K 0.01% 484
2024
Q1 		$86.3K Hold
1,710
– – 0.02% 348
2023
Q4 		$85.9K Hold
1,710
– – 0.02% 335
2023
Q3 		$85.8K Buy
1,710
+800
+88% +$40.1K 0.03% 325
2023
Q2 		$45.6K Sell
910
-2,980
-77% -$150K 0.02% 422
2023
Q1 		$196K Buy
3,890
+3,580
+1,155% +$180K 0.07% 201
2022
Q4 		$15.6K Hold
310
– – 0.01% 539
2022
Q3 		$16K Sell
310
-484
-61% -$24.3K 0.01% 538
2022
Q2 		$40K Buy
+794
New +$39.8K 0.02% 400

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Key Financial Inc's JPST Position: Q1 2026 in Review

Key Financial Inc increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 76% in Q1 2026, buying an estimated $558K and bringing the position to 25,566 shares worth $1.29M. The position accounts for 0.23% of the portfolio, ranked #84.

Key Financial Inc first reported a position in JPST in Q2 2022 and has held it in 16 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Key Financial Inc held 25,566 shares of JPMorgan Ultra-Short Income ETF worth $1.29M as of Q1 2026.
  • Key Financial Inc bought 11,027 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $558K.
  • JPMorgan Ultra-Short Income ETF made up 0.23% of Key Financial Inc's portfolio in Q1 2026, its #84 holding.
  • Key Financial Inc first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.