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Newbridge Financial Services Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Newbridge Financial Services Group’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 		$5.85M Buy
115,523
+36,108
+45% +$1.83M 0.96% 27
2025
Q4 		$4.02M Buy
79,415
+14,468
+22% +$733K 0.62% 38
2025
Q3 		$3.29M Sell
64,947
-297,363
-82% -$15.1M 0.49% 44
2025
Q2 		$18.4M Buy
362,310
+334,605
+1,208% +$16.9M 2.98% 2
2025
Q1 		$1.4M Buy
27,705
+22,504
+433% +$1.14M 0.34% 67
2024
Q4 		$262K Buy
5,201
+428
+9% +$21.6K 0.07% 180
2024
Q3 		$242K Buy
4,773
+57
+1% +$2.88K 0.09% 136
2024
Q2 		$238K Sell
4,716
-3,767
-44% -$190K 0.09% 163
2024
Q1 		$428K Sell
8,483
-25,276
-75% -$1.27M 0.19% 112
2023
Q4 		$1.7M Buy
33,759
+28,487
+540% +$1.43M 0.83% 19
2023
Q3 		$265K Sell
5,272
-1,933
-27% -$96.8K 0.13% 155
2023
Q2 		$361K Buy
7,205
+68
+1% +$3.41K 0.18% 115
2023
Q1 		$359K Buy
7,137
+55
+0.8% +$2.76K 0.19% 111
2022
Q4 		$355K Buy
7,082
+985
+16% +$49.4K 0.2% 106
2022
Q3 		$306K Buy
6,097
+22
+0.4% +$1.1K 0.18% 121
2022
Q2 		$304K Sell
6,075
-4
-0.1% -$201 0.19% 112
2022
Q1 		$306K Buy
6,079
+22
+0.4% +$1.11K 0.15% 134
2021
Q4 		$306K Buy
6,057
+227
+4% +$11.5K 0.14% 147
2021
Q3 		$296K Buy
+5,830
New +$296K 0.19% 122

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

Newbridge Financial Services Group's JPST Position: Q1 2026 in Review

Newbridge Financial Services Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 45% in Q1 2026, buying an estimated $1.83M and bringing the position to 115,523 shares worth $5.85M. The position accounts for 0.96% of the portfolio, ranked #27.

Newbridge Financial Services Group first reported a position in JPST in Q3 2021 and has held it in 19 quarters since. The position peaked at $18.4M in Q2 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Newbridge Financial Services Group held 115,523 shares of JPMorgan Ultra-Short Income ETF worth $5.85M as of Q1 2026.
  • Newbridge Financial Services Group bought 36,108 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.83M.
  • JPMorgan Ultra-Short Income ETF made up 0.96% of Newbridge Financial Services Group's portfolio in Q1 2026, its #27 holding.
  • Newbridge Financial Services Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 19 quarters since.
  • Newbridge Financial Services Group's JPMorgan Ultra-Short Income ETF position peaked at $18.4M in Q2 2025.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.