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Keystone Financial Group (Kentucky)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Keystone Financial Group (Kentucky)’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 		$1.83M Buy
36,211
+4,602
+15% +$233K 0.13% 133
2025
Q4 		$1.6M Buy
31,609
+12,228
+63% +$620K 0.12% 126
2025
Q3 		$983K Buy
19,381
+10,825
+127% +$548K 0.08% 162
2025
Q2 		$434K Buy
+8,556
New +$432K 0.04% 250

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

Keystone Financial Group (Kentucky)'s JPST Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q1 2026, buying an estimated $233K and bringing the position to 36,211 shares worth $1.83M. The position accounts for 0.13% of the portfolio, ranked #133.

Keystone Financial Group (Kentucky) first reported a position in JPST in Q2 2025 and has held it in 4 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 36,211 shares of JPMorgan Ultra-Short Income ETF worth $1.83M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 4,602 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $233K.
  • JPMorgan Ultra-Short Income ETF made up 0.13% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #133 holding.
  • Keystone Financial Group (Kentucky) first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.