Leo Wealth LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Leo Wealth LLC’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	$2.3M	Sell	45,423 -3,516	-7%	-$178K	0.17%	109
2025 Q4	$2.48M	Buy	48,939 +1,750	+4%	+$88.7K	0.18%	100
2025 Q3	$2.39M	Buy	47,189 +8,541	+22%	+$432K	0.31%	63
2025 Q2	$1.96M	Buy	+38,648	New	+$1.95M	0.15%	124
2025 Q1	–	Sell	-4,343	Closed	-$219K	–	331
2024 Q4	$219K	Sell	4,343 -515	-11%	-$26K	0.02%	329
2024 Q3	$247K	Sell	4,858 -4,233	-47%	-$214K	0.02%	307
2024 Q2	$457K	Sell	9,091 -15,273	-63%	-$769K	0.05%	229
2024 Q1	$1.23M	Sell	24,364 -61,069	-71%	-$3.07M	0.13%	128
2023 Q4	$4.29M	Buy	+85,433	New	+$4.29M	0.44%	37

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Leo Wealth LLC's JPST Position: Q1 2026 in Review

Leo Wealth LLC reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.2% in Q1 2026, selling an estimated $178K and leaving 45,423 shares worth $2.3M. The position accounts for 0.17% of the portfolio, ranked #109.

Leo Wealth LLC first reported a position in JPST in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.29M in Q4 2023. 1,208 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Leo Wealth LLC held 45,423 shares of JPMorgan Ultra-Short Income ETF worth $2.3M as of Q1 2026.
Leo Wealth LLC sold 3,516 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $178K.
JPMorgan Ultra-Short Income ETF made up 0.17% of Leo Wealth LLC's portfolio in Q1 2026, its #109 holding.
Leo Wealth LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 9 quarters since.
Leo Wealth LLC's JPMorgan Ultra-Short Income ETF position peaked at $4.29M in Q4 2023.
1,208 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.