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

Lee Financial’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 		$529K Buy
10,459
+857
+9% +$43.4K 0.07% 102
2025
Q4 		$487K Sell
9,602
-5,000
-34% -$253K 0.07% 101
2025
Q3 		$741K Buy
14,602
+5,143
+54% +$260K 0.09% 102
2025
Q2 		$479K Buy
9,459
+900
+11% +$45.5K 0.07% 96
2025
Q1 		$433K Sell
8,559
-4,446
-34% -$225K 0.07% 101
2024
Q4 		$657K Buy
13,005
+64
+0.5% +$3.23K 0.09% 100
2024
Q3 		$657K Buy
12,941
+4,772
+58% +$241K 0.09% 102
2024
Q2 		$412K Hold
8,169
– – 0.07% 106
2024
Q1 		$412K Sell
8,169
-433
-5% -$21.8K 0.07% 105
2023
Q4 		$434K Sell
8,602
-1,349
-14% -$67.7K 0.08% 104
2023
Q3 		$499K Buy
9,951
+810
+9% +$40.6K 0.09% 83
2023
Q2 		$458K Sell
9,141
-1,010
-10% -$50.7K 0.08% 89
2023
Q1 		$511K Sell
10,151
-4,780
-32% -$240K 0.09% 82
2022
Q4 		$748K Buy
14,931
+427
+3% +$21.4K 0.13% 77
2022
Q3 		$728K Buy
14,504
+7,511
+107% +$377K 0.14% 73
2022
Q2 		$350K Buy
6,993
+441
+7% +$22.1K 0.06% 113
2022
Q1 		$329K Sell
6,552
-171
-3% -$8.61K 0.06% 117
2021
Q4 		$339K Buy
6,723
+500
+8% +$25.3K 0.06% 118
2021
Q3 		$316K Hold
6,223
– – 0.07% 111
2021
Q2 		$316K Buy
6,223
+3,152
+103% +$160K 0.07% 112
2021
Q1 		$156K Buy
3,071
+900
+41% +$45.7K 0.04% 145
2020
Q4 		$110K Sell
2,171
-1,000
-32% -$50.8K 0.03% 153
2020
Q3 		$161K Sell
3,171
-1,000
-24% -$50.8K 0.05% 127
2020
Q2 		$212K Buy
4,171
+171
+4% +$8.61K 0.06% 116
2020
Q1 		$199K Buy
+4,000
New +$201K 0.07% 105

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

Lee Financial's JPST Position: Q1 2026 in Review

Lee Financial increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.9% in Q1 2026, buying an estimated $43.4K and bringing the position to 10,459 shares worth $529K. The position accounts for 0.07% of the portfolio, ranked #102.

Lee Financial first reported a position in JPST in Q1 2020 and has held it in 25 quarters since. The position peaked at $748K in Q4 2022. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Lee Financial held 10,459 shares of JPMorgan Ultra-Short Income ETF worth $529K as of Q1 2026.
  • Lee Financial bought 857 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $43.4K.
  • JPMorgan Ultra-Short Income ETF made up 0.07% of Lee Financial's portfolio in Q1 2026, its #102 holding.
  • Lee Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 25 quarters since.
  • Lee Financial's JPMorgan Ultra-Short Income ETF position peaked at $748K in Q4 2022.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.