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Lantern Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Lantern Wealth Advisors’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 		– Sell
-4,884
Closed -$247K – 180
2025
Q4 		$247K Buy
4,884
+163
+3% +$8.26K 0.13% 137
2025
Q3 		$240K Buy
4,721
+226
+5% +$11.4K 0.13% 133
2025
Q2 		$228K Buy
+4,495
New +$227K 0.14% 130

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lantern Wealth Advisors's JPST Position: Q1 2026 in Review

Lantern Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 4,884 shares — an estimated $247K sold.

Lantern Wealth Advisors first reported a position in JPST in Q2 2025 and held it in 3 quarters. The position peaked at $247K in Q4 2025. 1,208 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Lantern Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • Lantern Wealth Advisors sold 4,884 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $247K.
  • Lantern Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and held it in 3 quarters.
  • Lantern Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $247K in Q4 2025.
  • 1,208 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.