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

MONECO 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 		$3.01M Buy
59,527
+1,494
+3% +$75.7K 0.23% 99
2025
Q4 		$2.94M Buy
58,033
+22,995
+66% +$1.17M 0.23% 91
2025
Q3 		$1.78M Sell
35,038
-169
-0.5% -$8.56K 0.15% 145
2025
Q2 		$1.78M Sell
35,207
-283
-0.8% -$14.3K 0.17% 131
2025
Q1 		$1.8M Sell
35,490
-4,418
-11% -$223K 0.19% 120
2024
Q4 		$2.01M Buy
39,908
+15,671
+65% +$791K 0.21% 111
2024
Q3 		$1.23M Buy
24,237
+2,594
+12% +$131K 0.15% 139
2024
Q2 		$1.09M Buy
21,643
+6,736
+45% +$339K 0.16% 139
2024
Q1 		$752K Sell
14,907
-1,777
-11% -$89.5K 0.12% 188
2023
Q4 		$838K Buy
16,684
+330
+2% +$16.6K 0.16% 154
2023
Q3 		$821K Sell
16,354
-111
-0.7% -$5.56K 0.22% 116
2023
Q2 		$826K Sell
16,465
-534
-3% -$26.8K 0.22% 115
2023
Q1 		$855K Sell
16,999
-4,069
-19% -$204K 0.25% 103
2022
Q4 		$1.06M Sell
21,068
-355
-2% -$17.8K 0.38% 63
2022
Q3 		$1.07M Sell
21,423
-510
-2% -$25.6K 0.43% 60
2022
Q2 		$1.1M Buy
21,933
+1,715
+8% +$86K 0.43% 57
2022
Q1 		$1.02M Sell
20,218
-446
-2% -$22.5K 0.37% 65
2021
Q4 		$1.04M Sell
20,664
-9,865
-32% -$499K 0.39% 62
2021
Q3 		$1.55M Sell
30,529
-8,945
-23% -$454K 0.61% 37
2021
Q2 		$2M Sell
39,474
-16,213
-29% -$823K 0.92% 26
2021
Q1 		$2.83M Sell
55,687
-11,029
-17% -$560K 1.37% 16
2020
Q4 		$3.39M Sell
66,716
-2,874
-4% -$146K 1.87% 10
2020
Q3 		$3.54M Buy
69,590
+20,078
+41% +$1.02M 2.25% 9
2020
Q2 		$2.51M Buy
49,512
+15,367
+45% +$774K 1.97% 9
2020
Q1 		$1.7M Buy
34,145
+14,328
+72% +$720K 1.74% 12
2019
Q4 		$1M Buy
19,817
+2,191
+12% +$111K 0.71% 34
2019
Q3 		$889K Buy
17,626
+2,647
+18% +$134K 0.69% 36
2019
Q2 		$755K Buy
14,979
+168
+1% +$8.46K 0.61% 38
2019
Q1 		$745K Buy
14,811
+10,031
+210% +$504K 0.6% 41
2018
Q4 		$240K Buy
+4,780
New +$240K 0.28% 81

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MONECO Advisors's JPST Position: Q1 2026 in Review

MONECO Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.6% in Q1 2026, buying an estimated $75.7K and bringing the position to 59,527 shares worth $3.01M. The position accounts for 0.23% of the portfolio, ranked #99.

MONECO Advisors first reported a position in JPST in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.54M in Q3 2020. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • MONECO Advisors held 59,527 shares of JPMorgan Ultra-Short Income ETF worth $3.01M as of Q1 2026.
  • MONECO Advisors bought 1,494 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $75.7K.
  • JPMorgan Ultra-Short Income ETF made up 0.23% of MONECO Advisors's portfolio in Q1 2026, its #99 holding.
  • MONECO Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's JPMorgan Ultra-Short Income ETF position peaked at $3.54M in Q3 2020.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.