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

Modern 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	$2.69M	Sell	53,418 -20,661	-28%	-$1.05M	0.05%	271
2025 Q4	$3.75M	Sell	74,079 -350,884	-83%	-$17.8M	0.07%	215
2025 Q3	$21.6M	Buy	424,963 +313,936	+283%	+$15.9M	0.43%	64
2025 Q2	$5.63M	Sell	111,027 -4,676	-4%	-$236K	0.14%	149
2025 Q1	$5.86M	Buy	115,703 +4,204	+4%	+$212K	0.19%	108
2024 Q4	$5.62M	Buy	+111,499	New	+$5.63M	0.21%	96
2024 Q3	–	Sell	-3,980	Closed	-$201K	–	450
2024 Q2	$201K	Buy	+3,980	New	+$200K	0.01%	383

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

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

Modern Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 28% in Q1 2026, selling an estimated $1.05M and leaving 53,418 shares worth $2.69M. The position accounts for 0.05% of the portfolio, ranked #271.

Modern Wealth Management first reported a position in JPST in Q2 2024 and has held it in 7 quarters since. The position peaked at $21.6M in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Modern Wealth Management held 53,418 shares of JPMorgan Ultra-Short Income ETF worth $2.69M as of Q1 2026.
Modern Wealth Management sold 20,661 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.05M.
JPMorgan Ultra-Short Income ETF made up 0.05% of Modern Wealth Management's portfolio in Q1 2026, its #271 holding.
Modern Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 7 quarters since.
Modern Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $21.6M in Q3 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.