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PDS Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

PDS Planning’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 		$1.15M Sell
22,643
-2,018
-8% -$102K 0.08% 118
2025
Q4 		$1.25M Sell
24,661
-2,961
-11% -$150K 0.08% 112
2025
Q3 		$1.4M Sell
27,622
-4,192
-13% -$212K 0.1% 95
2025
Q2 		$1.61M Buy
31,814
+3,709
+13% +$187K 0.12% 80
2025
Q1 		$1.42M Sell
28,105
-4,015
-13% -$203K 0.12% 81
2024
Q4 		$1.62M Buy
32,120
+8,267
+35% +$418K 0.14% 70
2024
Q3 		$1.21M Buy
23,853
+3,149
+15% +$159K 0.11% 83
2024
Q2 		$1.04M Sell
20,704
-1,772
-8% -$89.2K 0.11% 81
2024
Q1 		$1.13M Sell
22,476
-1,837
-8% -$92.5K 0.12% 76
2023
Q4 		$1.22M Sell
24,313
-51,788
-68% -$2.6M 0.14% 68
2023
Q3 		$3.82M Sell
76,101
-105
-0.1% -$5.26K 0.49% 36
2023
Q2 		$3.82M Sell
76,206
-2,013
-3% -$101K 0.49% 36
2023
Q1 		$3.94M Sell
78,219
-727
-0.9% -$36.5K 0.54% 33
2022
Q4 		$3.96M Buy
78,946
+29,218
+59% +$1.46M 0.63% 33
2022
Q3 		$2.49M Sell
49,728
-1,486
-3% -$74.5K 0.45% 37
2022
Q2 		$2.56M Buy
51,214
+28,498
+125% +$1.43M 0.46% 38
2022
Q1 		$1.14M Buy
+22,716
New +$1.14M 0.2% 52

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

PDS Planning's JPST Position: Q1 2026 in Review

PDS Planning reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.2% in Q1 2026, selling an estimated $102K and leaving 22,643 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #118.

PDS Planning first reported a position in JPST in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.96M in Q4 2022. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • PDS Planning held 22,643 shares of JPMorgan Ultra-Short Income ETF worth $1.15M as of Q1 2026.
  • PDS Planning sold 2,018 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $102K.
  • JPMorgan Ultra-Short Income ETF made up 0.08% of PDS Planning's portfolio in Q1 2026, its #118 holding.
  • PDS Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 17 quarters since.
  • PDS Planning's JPMorgan Ultra-Short Income ETF position peaked at $3.96M in Q4 2022.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.