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

Potentia Wealth’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	$2.13M	Buy	42,057 +10,292	+32%	+$521K	0.82%	21
2025 Q4	$1.61M	Buy	31,765 +5	+0%	+$253	0.59%	25
2025 Q3	$1.61M	Buy	+31,760	New	+$1.61M	0.61%	24

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 $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Potentia Wealth's JPST Position: Q1 2026 in Review

Potentia Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 32% in Q1 2026, buying an estimated $521K and bringing the position to 42,057 shares worth $2.13M. The position accounts for 0.82% of the portfolio, ranked #21.

Potentia Wealth first reported a position in JPST in Q3 2025 and has held it in 3 quarters since. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Potentia Wealth held 42,057 shares of JPMorgan Ultra-Short Income ETF worth $2.13M as of Q1 2026.
Potentia Wealth bought 10,292 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $521K.
JPMorgan Ultra-Short Income ETF made up 0.82% of Potentia Wealth's portfolio in Q1 2026, its #21 holding.
Potentia Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2025 and has held it in 3 quarters since.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.