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

OneAscent Financial Services’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	$1.16M	Buy	22,934 +8,941	+64%	+$453K	0.06%	185
2025 Q4	$708K	Buy	+13,993	New	+$709K	0.07%	196
2025 Q3	–	Sell	-22,773	Closed	-$1.15M	–	477
2025 Q2	$1.15M	Buy	22,773 +7,433	+48%	+$375K	0.08%	156
2025 Q1	$777K	Buy	15,340 +886	+6%	+$44.8K	0.05%	244
2024 Q4	$731K	Buy	+14,454	New	+$730K	0.06%	199
2024 Q3	–	Sell	-12,418	Closed	-$627K	–	265
2024 Q2	$627K	Buy	+12,418	New	+$625K	0.09%	130
2021 Q4	–	Sell	-4,553	Closed	-$231K	–	153
2021 Q3	$231K	Buy	+4,553	New	+$231K	0.31%	76
2021 Q1	$327K	Sell	6,435 -10,982	-63%	-$558K	0.32%	77
2020 Q4	$885K	Buy	17,417 +8,006	+85%	+$407K	0.94%	14
2020 Q3	$478K	Sell	9,411 -154	-2%	-$7.83K	0.25%	76
2020 Q2	$485K	Sell	9,565 -182	-2%	-$9.17K	0.32%	58
2020 Q1	$484K	Sell	9,747 -6,688	-41%	-$336K	0.36%	38
2019 Q4	$829K	Buy	+16,435	New	+$830K	0.46%	21

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

OneAscent Financial Services's JPST Position: Q1 2026 in Review

OneAscent Financial Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 64% in Q1 2026, buying an estimated $453K and bringing the position to 22,934 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #185.

OneAscent Financial Services first reported a position in JPST in Q4 2019 and has held it in 13 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

OneAscent Financial Services held 22,934 shares of JPMorgan Ultra-Short Income ETF worth $1.16M as of Q1 2026.
OneAscent Financial Services bought 8,941 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $453K.
JPMorgan Ultra-Short Income ETF made up 0.06% of OneAscent Financial Services's portfolio in Q1 2026, its #185 holding.
OneAscent Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 13 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

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