Retireful LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Retireful LLC’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	$481K	Sell	9,511 -475	-5%	-$24.1K	0.68%	43
2025 Q4	$507K	Sell	9,986 -56,188	-85%	-$2.85M	0.64%	54
2025 Q3	$3.36M	Buy	66,174 +55,238	+505%	+$2.8M	3.24%	4
2025 Q2	$554K	Sell	10,936 -1,425	-12%	-$72K	0.38%	84
2025 Q1	$626K	Sell	12,361 -9,014	-42%	-$455K	0.59%	54
2024 Q4	$1.08M	Sell	21,375 -1,856	-8%	-$93.7K	0.61%	65
2024 Q3	$1.18M	Sell	23,231 -8,190	-26%	-$414K	0.87%	26
2024 Q2	$1.59M	Buy	+31,421	New	+$1.58M	0.75%	61

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

Retireful LLC's JPST Position: Q1 2026 in Review

Retireful LLC reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.8% in Q1 2026, selling an estimated $24.1K and leaving 9,511 shares worth $481K. The position accounts for 0.68% of the portfolio, ranked #43.

Retireful LLC first reported a position in JPST in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.36M in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Retireful LLC held 9,511 shares of JPMorgan Ultra-Short Income ETF worth $481K as of Q1 2026.
Retireful LLC sold 475 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $24.1K.
JPMorgan Ultra-Short Income ETF made up 0.68% of Retireful LLC's portfolio in Q1 2026, its #43 holding.
Retireful LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 8 quarters since.
Retireful LLC's JPMorgan Ultra-Short Income ETF position peaked at $3.36M in Q3 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.