OneAscent Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

OneAscent Wealth Management’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	$1.76M	Sell	34,718 -5,881	-14%	-$298K	0.58%	21
2025 Q4	$2.05M	Sell	40,599 -3,195	-7%	-$162K	0.68%	20
2025 Q3	$2.22M	Buy	43,794 +1,362	+3%	+$69K	0.75%	22
2025 Q2	$2.15M	Buy	42,432 +6,356	+18%	+$321K	0.79%	16
2025 Q1	$1.83M	Buy	36,076 +5,113	+17%	+$258K	0.79%	14
2024 Q4	$1.56M	Sell	30,963 -12,664	-29%	-$640K	0.64%	17
2024 Q3	$2.21M	Buy	43,627 +23,474	+116%	+$1.19M	0.84%	9
2024 Q2	$1.02M	Sell	20,153 -9,800	-33%	-$493K	0.53%	12
2024 Q1	$1.51M	Buy	29,953 +13,238	+79%	+$667K	0.58%	19
2023 Q4	$844K	Sell	16,715 -60,772	-78%	-$3.05M	0.34%	30
2023 Q3	$3.89M	Sell	77,487 -6,825	-8%	-$342K	1.71%	8
2023 Q2	$4.23M	Sell	84,312 -2,987	-3%	-$150K	1.99%	7
2023 Q1	$4.39M	Buy	+87,299	New	+$4.39M	1.71%	7
2021 Q4	–	Sell	-4,455	Closed	-$226K	–	104
2021 Q3	$226K	Buy	+4,455	New	+$226K	0.26%	92
2021 Q1	$427K	Sell	8,418 -10,982	-57%	-$558K	0.18%	135
2020 Q4	$986K	Buy	+19,400	New	+$985K	0.45%	43

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 Wealth Management's JPST Position: Q1 2026 in Review

OneAscent Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q1 2026, selling an estimated $298K and leaving 34,718 shares worth $1.76M. The position accounts for 0.58% of the portfolio, ranked #21.

OneAscent Wealth Management first reported a position in JPST in Q4 2020 and has held it in 16 quarters since. The position peaked at $4.39M in Q1 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

OneAscent Wealth Management held 34,718 shares of JPMorgan Ultra-Short Income ETF worth $1.76M as of Q1 2026.
OneAscent Wealth Management sold 5,881 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $298K.
JPMorgan Ultra-Short Income ETF made up 0.58% of OneAscent Wealth Management's portfolio in Q1 2026, its #21 holding.
OneAscent Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 16 quarters since.
OneAscent Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $4.39M in Q1 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

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