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

Rialto Wealth Management’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	$432K	Sell	8,531 -9	-0.1%	-$456	0.1%	108
2025 Q4	$432K	Sell	8,540 -4,031	-32%	-$204K	0.1%	105
2025 Q3	$638K	Sell	12,571 -30,980	-71%	-$1.57M	0.16%	83
2025 Q2	$2.21M	Sell	43,551 -7,421	-15%	-$375K	0.62%	43
2025 Q1	$2.58M	Sell	50,972 -2,991	-6%	-$151K	0.81%	30
2024 Q4	$2.72M	Buy	+53,963	New	+$2.73M	0.9%	29

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

Rialto Wealth Management's JPST Position: Q1 2026 in Review

Rialto Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.11% in Q1 2026, selling an estimated $456 and leaving 8,531 shares worth $432K. The position accounts for 0.1% of the portfolio, ranked #108.

Rialto Wealth Management first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.72M in Q4 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Rialto Wealth Management held 8,531 shares of JPMorgan Ultra-Short Income ETF worth $432K as of Q1 2026.
Rialto Wealth Management sold 9 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $456.
JPMorgan Ultra-Short Income ETF made up 0.1% of Rialto Wealth Management's portfolio in Q1 2026, its #108 holding.
Rialto Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $2.72M in Q4 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.