Plotkin Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Plotkin Financial Advisors’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	$7.68M	Buy	151,766 +22,223	+17%	+$1.13M	3.86%	6
2025 Q4	$6.55M	Buy	129,543 +13,575	+12%	+$688K	3.2%	10
2025 Q3	$5.88M	Buy	115,968 +11,230	+11%	+$569K	2.91%	12
2025 Q2	$5.31M	Buy	104,738 +14,939	+17%	+$755K	2.93%	12
2025 Q1	$4.55M	Buy	89,799 +7,735	+9%	+$391K	2.8%	12
2024 Q4	$4.13M	Sell	82,064 -2,284	-3%	-$115K	2.45%	13
2024 Q3	$4.28M	Buy	84,348 +36,236	+75%	+$1.83M	2.56%	13
2024 Q2	$2.43M	Buy	48,112 +3,457	+8%	+$174K	1.56%	19
2024 Q1	$2.25M	Buy	44,655 +38,517	+628%	+$1.94M	1.49%	18
2023 Q4	$308K	Buy	6,138 +414	+7%	+$20.8K	0.23%	62
2023 Q3	$287K	Sell	5,724 -40	-0.7%	-$2K	0.25%	59
2023 Q2	$289K	Sell	5,764 -231	-4%	-$11.6K	0.24%	62
2023 Q1	$302K	Hold	5,995	–	–	0.28%	55
2022 Q4	$301K	Sell	5,995 -4	-0.1%	-$201	0.31%	50
2022 Q3	$301K	Sell	5,999 -480	-7%	-$24.1K	0.3%	52
2022 Q2	$325K	Sell	6,479 -1,561	-19%	-$78.3K	0.31%	50
2022 Q1	$404K	Buy	8,040 +1,444	+22%	+$72.7K	0.28%	51
2021 Q4	$333K	Buy	+6,596	New	+$334K	0.21%	62
2020 Q4	–	Sell	-10,455	Closed	-$531K	–	73
2020 Q3	$531K	Buy	+10,455	New	+$531K	0.58%	33

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

Plotkin Financial Advisors's JPST Position: Q1 2026 in Review

Plotkin Financial Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q1 2026, buying an estimated $1.13M and bringing the position to 151,766 shares worth $7.68M. The position accounts for 3.86% of the portfolio, ranked #6.

Plotkin Financial Advisors first reported a position in JPST in Q3 2020 and has held it in 19 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Plotkin Financial Advisors held 151,766 shares of JPMorgan Ultra-Short Income ETF worth $7.68M as of Q1 2026.
Plotkin Financial Advisors bought 22,223 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.13M.
JPMorgan Ultra-Short Income ETF made up 3.86% of Plotkin Financial Advisors's portfolio in Q1 2026, its #6 holding.
Plotkin Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 19 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.