Retirement Guys Formula’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Retirement Guys Formula’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	$12.1M	Buy	239,599 +61,298	+34%	+$3.1M	5.58%	1
2025 Q4	$9.02M	Buy	178,301 +15,462	+9%	+$783K	4.11%	1
2025 Q3	$8.26M	Buy	162,839 +24,616	+18%	+$1.25M	2.91%	3
2025 Q2	$7.01M	Sell	138,223 -26,515	-16%	-$1.34M	2.66%	5
2025 Q1	$8.34M	Buy	164,738 +43,901	+36%	+$2.22M	4.14%	2
2024 Q4	$6.09M	Buy	120,837 +106,737	+757%	+$5.39M	3.07%	5
2024 Q3	$715K	Buy	+14,100	New	+$713K	0.33%	88

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

Retirement Guys Formula's JPST Position: Q1 2026 in Review

Retirement Guys Formula increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 34% in Q1 2026, buying an estimated $3.1M and bringing the position to 239,599 shares worth $12.1M. The position accounts for 5.58% of the portfolio, ranked #1.

Retirement Guys Formula first reported a position in JPST in Q3 2024 and has held it in 7 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Retirement Guys Formula held 239,599 shares of JPMorgan Ultra-Short Income ETF worth $12.1M as of Q1 2026.
Retirement Guys Formula bought 61,298 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $3.1M.
JPMorgan Ultra-Short Income ETF made up 5.58% of Retirement Guys Formula's portfolio in Q1 2026, its #1 holding.
Retirement Guys Formula first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 7 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.