Park Square Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Park Square Financial 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	$1.57K	Sell	31 -122	-80%	-$6.18K	0.01%	214
2025 Q4	$7.71K	Buy	153 +34	+29%	+$1.72K	0.05%	171
2025 Q3	$6.04K	Sell	119 -1,138	-91%	-$57.6K	0.03%	190
2025 Q2	$63.7K	Buy	1,257 +1,127	+867%	+$56.9K	0.05%	267
2025 Q1	$6.58K	Sell	130 -81	-38%	-$4.09K	0.01%	698
2024 Q4	$10.6K	Buy	+211	New	+$10.7K	0.01%	571

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

Park Square Financial Group's JPST Position: Q1 2026 in Review

Park Square Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 80% in Q1 2026, selling an estimated $6.18K and leaving 31 shares worth $1.57K. The position accounts for 0.01% of the portfolio, ranked #214.

Park Square Financial Group first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $63.7K in Q2 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Park Square Financial Group held 31 shares of JPMorgan Ultra-Short Income ETF worth $1.57K as of Q1 2026.
Park Square Financial Group sold 122 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $6.18K.
JPMorgan Ultra-Short Income ETF made up 0.01% of Park Square Financial Group's portfolio in Q1 2026, its #214 holding.
Park Square Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
Park Square Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $63.7K in Q2 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.