Navalign LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Navalign LLC’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	–	Sell	-202	Closed	-$10.2K	–	307
2025 Q4	$10.2K	Buy	+202	New	+$10.2K	﹤0.01%	333
2023 Q4	–	Sell	-7,415	Closed	-$372K	–	141
2023 Q3	$372K	Buy	+7,415	New	+$372K	0.14%	111
2023 Q2	–	Sell	-4,845	Closed	-$244K	–	112
2023 Q1	$244K	Sell	4,845 -798	-14%	-$40.1K	0.1%	105
2022 Q4	$283K	Sell	5,643 -5,839	-51%	-$293K	0.12%	113
2022 Q3	$576K	Sell	11,482 -4,584	-29%	-$230K	0.26%	82
2022 Q2	$805K	Sell	16,066 -3,371	-17%	-$169K	0.35%	56
2022 Q1	$977K	Sell	19,437 -26,304	-58%	-$1.32M	0.41%	47
2021 Q4	$2.31M	Sell	45,741 -1,147	-2%	-$58K	0.92%	17
2021 Q3	$2.38M	Sell	46,888 -2,703	-5%	-$137K	1.01%	15
2021 Q2	$2.52M	Buy	49,591 +26,457	+114%	+$1.34M	1.07%	15
2021 Q1	$2.34M	Buy	+23,134	New	+$1.17M	1.03%	17

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 $445B AUM 25.58% 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

Navalign LLC's JPST Position: Q1 2026 in Review

Navalign LLC sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 202 shares — an estimated $10.2K sold.

Navalign LLC first reported a position in JPST in Q1 2021 and held it in 11 quarters. The position peaked at $2.52M in Q2 2021. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Navalign LLC reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 202 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $10.2K.
Navalign LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and held it in 11 quarters.
Navalign LLC's JPMorgan Ultra-Short Income ETF position peaked at $2.52M in Q2 2021.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.