Principal Securities’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Principal Securities’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	$4.43M	Buy	87,475 +5,328	+6%	+$270K	0.06%	286
2025 Q4	$4.16M	Buy	82,147 +8,050	+11%	+$408K	0.06%	289
2025 Q3	$3.76M	Buy	74,097 +5,678	+8%	+$287K	0.06%	287
2025 Q2	$3.47M	Sell	68,419 -2,544	-4%	-$129K	0.07%	276
2025 Q1	$3.57M	Hold	70,963	–	–	0.08%	240
2024 Q4	$3.57M	Buy	70,963 +8,635	+14%	+$436K	0.08%	240
2024 Q3	$3.16M	Buy	62,328 +3,819	+7%	+$193K	0.08%	242
2024 Q2	$2.95M	Buy	58,509 +13,719	+31%	+$691K	0.08%	230
2024 Q1	$2.26M	Sell	44,790 -6,801	-13%	-$342K	0.07%	256
2023 Q4	$2.59M	Buy	+51,591	New	+$2.59M	0.1%	203

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

Principal Securities's JPST Position: Q1 2026 in Review

Principal Securities increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.5% in Q1 2026, buying an estimated $270K and bringing the position to 87,475 shares worth $4.43M. The position accounts for 0.06% of the portfolio, ranked #286.

Principal Securities first reported a position in JPST in Q4 2023 and has held it in 10 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Principal Securities held 87,475 shares of JPMorgan Ultra-Short Income ETF worth $4.43M as of Q1 2026.
Principal Securities bought 5,328 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $270K.
JPMorgan Ultra-Short Income ETF made up 0.06% of Principal Securities's portfolio in Q1 2026, its #286 holding.
Principal Securities first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 10 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.