Mark Sheptoff Financial Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mark Sheptoff Financial Planning’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	$7.57K	Sell	150 -40	-21%	-$2.03K	﹤0.01%	374
2025 Q4	$9.61K	Sell	190 -610	-76%	-$30.9K	﹤0.01%	353
2025 Q3	$40.6K	Buy	800 +195	+32%	+$9.87K	0.02%	205
2025 Q2	$30.7K	Sell	605 -30	-5%	-$1.51K	0.02%	225
2025 Q1	$32.1K	Buy	635 +240	+61%	+$12.1K	0.02%	201
2024 Q4	$19.9K	Buy	+395	New	+$19.9K	0.01%	258

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

Mark Sheptoff Financial Planning's JPST Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 21% in Q1 2026, selling an estimated $2.03K and leaving 150 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Mark Sheptoff Financial Planning first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $40.6K in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Mark Sheptoff Financial Planning held 150 shares of JPMorgan Ultra-Short Income ETF worth $7.57K as of Q1 2026.
Mark Sheptoff Financial Planning sold 40 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $2.03K.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #374 holding.
Mark Sheptoff Financial Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
Mark Sheptoff Financial Planning's JPMorgan Ultra-Short Income ETF position peaked at $40.6K in Q3 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.