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

Lionsbridge 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	$585K	Sell	11,556 -1,233	-10%	-$62.4K	0.59%	44
2025 Q4	$647K	Sell	12,789 -1,346	-10%	-$68.2K	0.65%	45
2025 Q3	$717K	Sell	14,135 -6,337	-31%	-$321K	0.71%	44
2025 Q2	$1.04M	Buy	20,472 +6,101	+42%	+$308K	1.03%	37
2025 Q1	$728K	Buy	14,371 +4,833	+51%	+$244K	0.65%	45
2024 Q4	$480K	Sell	9,538 -70	-0.7%	-$3.54K	0.4%	50
2024 Q3	$488K	Sell	9,608 -71,054	-88%	-$3.59M	0.39%	61
2024 Q2	$4.07M	Sell	80,662 -764	-0.9%	-$38.5K	3.26%	7
2024 Q1	$4.11M	Buy	81,426 +1,034	+1%	+$52.1K	3.18%	8
2023 Q4	$4.04M	Sell	80,392 -84,881	-51%	-$4.26M	3.23%	10
2023 Q3	$8.29M	Buy	165,273 +69,367	+72%	+$3.48M	7.86%	2
2023 Q2	$4.81M	Sell	95,906 -10,915	-10%	-$548K	4.3%	5
2023 Q1	$5.38M	Sell	106,821 -56,432	-35%	-$2.84M	4.96%	4
2022 Q4	$8.18M	Buy	163,253 +36,979	+29%	+$1.85M	7.98%	2
2022 Q3	$6.33M	Buy	126,274 +3,848	+3%	+$193K	9.07%	3
2022 Q2	$6.13M	Buy	+122,426	New	+$6.14M	7.09%	3

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 $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lionsbridge Wealth Management's JPST Position: Q1 2026 in Review

Lionsbridge Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.6% in Q1 2026, selling an estimated $62.4K and leaving 11,556 shares worth $585K. The position accounts for 0.59% of the portfolio, ranked #44.

Lionsbridge Wealth Management first reported a position in JPST in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.29M in Q3 2023. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Lionsbridge Wealth Management held 11,556 shares of JPMorgan Ultra-Short Income ETF worth $585K as of Q1 2026.
Lionsbridge Wealth Management sold 1,233 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $62.4K.
JPMorgan Ultra-Short Income ETF made up 0.59% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #44 holding.
Lionsbridge Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 16 quarters since.
Lionsbridge Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $8.29M in Q3 2023.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.