OneAscent Family Office’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

OneAscent Family Office’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	$262K	Buy	5,180 +946	+22%	+$47.9K	0.18%	137
2025 Q4	$214K	Sell	4,234 -2,884	-41%	-$146K	0.15%	165
2025 Q3	$361K	Sell	7,118 -110	-2%	-$5.57K	0.29%	88
2025 Q2	$366K	Sell	7,228 -1,658	-19%	-$83.7K	0.35%	71
2025 Q1	$450K	Buy	+8,886	New	+$449K	0.42%	72

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

OneAscent Family Office's JPST Position: Q1 2026 in Review

OneAscent Family Office increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 22% in Q1 2026, buying an estimated $47.9K and bringing the position to 5,180 shares worth $262K. The position accounts for 0.18% of the portfolio, ranked #137.

OneAscent Family Office first reported a position in JPST in Q1 2025 and has held it in 5 quarters since. The position peaked at $450K in Q1 2025. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

OneAscent Family Office held 5,180 shares of JPMorgan Ultra-Short Income ETF worth $262K as of Q1 2026.
OneAscent Family Office bought 946 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $47.9K.
JPMorgan Ultra-Short Income ETF made up 0.18% of OneAscent Family Office's portfolio in Q1 2026, its #137 holding.
OneAscent Family Office first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 5 quarters since.
OneAscent Family Office's JPMorgan Ultra-Short Income ETF position peaked at $450K in Q1 2025.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.