Legacy Wealth Management (Idaho)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Legacy Wealth Management (Idaho)’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	$11.6K	Sell	229 -198	-46%	-$10K	0.01%	460
2025 Q4	$21.6K	Sell	427 -182	-30%	-$9.22K	0.01%	313
2025 Q3	$30.9K	Buy	609 +537	+746%	+$27.2K	0.01%	227
2025 Q2	$3.65K	Buy	72 +9	+14%	+$455	﹤0.01%	437
2025 Q1	$3.19K	Sell	63 -108	-63%	-$5.46K	﹤0.01%	470
2024 Q4	$8.62K	Sell	171 -263	-61%	-$13.3K	0.01%	310
2024 Q3	$21.9K	Buy	+434	New	+$21.9K	0.01%	207

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

Legacy Wealth Management (Idaho)'s JPST Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 46% in Q1 2026, selling an estimated $10K and leaving 229 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #460.

Legacy Wealth Management (Idaho) first reported a position in JPST in Q3 2024 and has held it in 7 quarters since. The position peaked at $30.9K in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Legacy Wealth Management (Idaho) held 229 shares of JPMorgan Ultra-Short Income ETF worth $11.6K as of Q1 2026.
Legacy Wealth Management (Idaho) sold 198 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $10K.
JPMorgan Ultra-Short Income ETF made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #460 holding.
Legacy Wealth Management (Idaho) first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 7 quarters since.
Legacy Wealth Management (Idaho)'s JPMorgan Ultra-Short Income ETF position peaked at $30.9K in Q3 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.