Philip James Wealth Mangement’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Philip James Wealth Mangement’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	$4.6M	Sell	90,974 -91,713	-50%	-$4.64M	0.53%	41
2025 Q4	$9.24M	Sell	182,687 -14,021	-7%	-$710K	1.07%	23
2025 Q3	$9.98M	Sell	196,708 -27,724	-12%	-$1.4M	1.16%	20
2025 Q2	$11.4M	Buy	224,432 +4,329	+2%	+$219K	1.45%	13
2025 Q1	$11.1M	Sell	220,103 -14,599	-6%	-$737K	1.36%	14
2024 Q4	$11.8M	Sell	234,702 -6,905	-3%	-$349K	1.53%	12
2024 Q3	$12.3M	Buy	241,607 +1,132	+0.5%	+$57.2K	1.51%	13
2024 Q2	$12.1M	Sell	240,475 -74,268	-24%	-$3.74M	8.08%	3
2024 Q1	$15.9M	Sell	314,743 -3,969	-1%	-$200K	11.25%	1
2023 Q4	$16M	Buy	+318,712	New	+$16M	12.4%	1

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

Philip James Wealth Mangement's JPST Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 50% in Q1 2026, selling an estimated $4.64M and leaving 90,974 shares worth $4.6M. The position accounts for 0.53% of the portfolio, ranked #41.

Philip James Wealth Mangement first reported a position in JPST in Q4 2023 and has held it in 10 quarters since. The position peaked at $16M in Q4 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Philip James Wealth Mangement held 90,974 shares of JPMorgan Ultra-Short Income ETF worth $4.6M as of Q1 2026.
Philip James Wealth Mangement sold 91,713 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $4.64M.
JPMorgan Ultra-Short Income ETF made up 0.53% of Philip James Wealth Mangement's portfolio in Q1 2026, its #41 holding.
Philip James Wealth Mangement first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 10 quarters since.
Philip James Wealth Mangement's JPMorgan Ultra-Short Income ETF position peaked at $16M in Q4 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.