Kingdom Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Kingdom Financial Group’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	$114K	Buy	2,246 +277	+14%	+$14K	0.03%	197
2025 Q4	$99.6K	Buy	+1,969	New	+$99.8K	0.03%	201
2024 Q1	–	Sell	-4,823	Closed	-$242K	–	79
2023 Q4	$242K	Sell	4,823 -120	-2%	-$6.02K	0.21%	67
2023 Q3	$248K	Sell	4,943 -129	-3%	-$6.46K	0.23%	62
2023 Q2	$254K	Buy	+5,072	New	+$255K	0.25%	54

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

Kingdom Financial Group's JPST Position: Q1 2026 in Review

Kingdom Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q1 2026, buying an estimated $14K and bringing the position to 2,246 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #197.

Kingdom Financial Group first reported a position in JPST in Q2 2023 and has held it in 5 quarters since. The position peaked at $254K in Q2 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Kingdom Financial Group held 2,246 shares of JPMorgan Ultra-Short Income ETF worth $114K as of Q1 2026.
Kingdom Financial Group bought 277 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $14K.
JPMorgan Ultra-Short Income ETF made up 0.03% of Kingdom Financial Group's portfolio in Q1 2026, its #197 holding.
Kingdom Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 5 quarters since.
Kingdom Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $254K in Q2 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.