Redwood Financial Network’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Redwood Financial Network’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	$340K	Sell	6,711 -2,940	-30%	-$149K	0.22%	125
2025 Q4	$488K	Sell	9,651 -1,406	-13%	-$71.2K	0.31%	94
2025 Q3	$561K	Sell	11,057 -1,318	-11%	-$66.7K	0.36%	86
2025 Q2	$627K	Buy	12,375 +674	+6%	+$34K	0.42%	65
2025 Q1	$592K	Buy	11,701 +73	+0.6%	+$3.69K	0.45%	66
2024 Q4	$586K	Buy	11,628 +62	+0.5%	+$3.13K	0.44%	69
2024 Q3	$587K	Sell	11,566 -931	-7%	-$47K	0.46%	66
2024 Q2	$631K	Sell	12,497 -1,882	-13%	-$94.8K	0.53%	57
2024 Q1	$725K	Sell	14,379 -660	-4%	-$33.2K	0.63%	48
2023 Q4	$755K	Buy	15,039 +3,909	+35%	+$196K	0.73%	40
2023 Q3	$559K	Buy	11,130 +1,424	+15%	+$71.3K	0.59%	56
2023 Q2	$487K	Buy	9,706 +4,357	+81%	+$219K	0.46%	72
2023 Q1	$269K	Buy	+5,349	New	+$269K	0.27%	114

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

Redwood Financial Network's JPST Position: Q1 2026 in Review

Redwood Financial Network reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 30% in Q1 2026, selling an estimated $149K and leaving 6,711 shares worth $340K. The position accounts for 0.22% of the portfolio, ranked #125.

Redwood Financial Network first reported a position in JPST in Q1 2023 and has held it in 13 quarters since. The position peaked at $755K in Q4 2023. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Redwood Financial Network held 6,711 shares of JPMorgan Ultra-Short Income ETF worth $340K as of Q1 2026.
Redwood Financial Network sold 2,940 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $149K.
JPMorgan Ultra-Short Income ETF made up 0.22% of Redwood Financial Network's portfolio in Q1 2026, its #125 holding.
Redwood Financial Network first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 13 quarters since.
Redwood Financial Network's JPMorgan Ultra-Short Income ETF position peaked at $755K in Q4 2023.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.