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

Lifeworks 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	$321K	Sell	6,339 -28,151	-82%	-$1.43M	0.04%	240
2025 Q4	$1.74M	Sell	34,490 -64	-0.2%	-$3.24K	0.23%	101
2025 Q3	$1.75M	Sell	34,554 -1,569	-4%	-$79.4K	0.23%	97
2025 Q2	$1.83M	Sell	36,123 -1,503	-4%	-$75.9K	0.27%	88
2025 Q1	$1.9M	Buy	+37,626	New	+$1.9M	0.32%	81

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

Lifeworks Advisors's JPST Position: Q1 2026 in Review

Lifeworks Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 82% in Q1 2026, selling an estimated $1.43M and leaving 6,339 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #240.

Lifeworks Advisors first reported a position in JPST in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.9M in Q1 2025. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Lifeworks Advisors held 6,339 shares of JPMorgan Ultra-Short Income ETF worth $321K as of Q1 2026.
Lifeworks Advisors sold 28,151 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.43M.
JPMorgan Ultra-Short Income ETF made up 0.04% of Lifeworks Advisors's portfolio in Q1 2026, its #240 holding.
Lifeworks Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 5 quarters since.
Lifeworks Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.9M in Q1 2025.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.