Life Line Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Life Line Wealth Management’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	$478K	Buy	9,439 +96	+1%	+$4.86K	0.21%	21
2025 Q4	$473K	Buy	9,343 +101	+1%	+$5.12K	0.14%	21
2025 Q3	$469K	Buy	9,242 +102	+1%	+$5.16K	0.14%	21
2025 Q2	$463K	Buy	9,140 +103	+1%	+$5.2K	0.15%	20
2025 Q1	$458K	Buy	9,037 +104	+1%	+$5.25K	0.17%	19
2024 Q4	$450K	Buy	8,933 +108	+1%	+$5.45K	0.16%	13
2024 Q3	$448K	Buy	8,825 +117	+1%	+$5.91K	0.16%	12
2024 Q2	$440K	Buy	8,708 +115	+1%	+$5.79K	0.17%	13
2024 Q1	$434K	Buy	8,593 +113	+1%	+$5.69K	0.16%	18
2023 Q4	$426K	Buy	+8,480	New	+$426K	0.17%	17

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

Life Line Wealth Management's JPST Position: Q1 2026 in Review

Life Line Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1% in Q1 2026, buying an estimated $4.86K and bringing the position to 9,439 shares worth $478K. The position accounts for 0.21% of the portfolio, ranked #21.

Life Line Wealth Management first reported a position in JPST in Q4 2023 and has held it in 10 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Life Line Wealth Management held 9,439 shares of JPMorgan Ultra-Short Income ETF worth $478K as of Q1 2026.
Life Line Wealth Management bought 96 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $4.86K.
JPMorgan Ultra-Short Income ETF made up 0.21% of Life Line Wealth Management's portfolio in Q1 2026, its #21 holding.
Life Line Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 10 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.