Richardson Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Richardson Financial Services’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	–	Sell	-384	Closed	-$19.4K	–	638
2025 Q4	$19.4K	Buy	+384	New	+$19.5K	0.01%	408

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Richardson Financial Services's JPST Position: Q1 2026 in Review

Richardson Financial Services sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 384 shares — an estimated $19.4K sold.

Richardson Financial Services first reported a position in JPST in Q4 2025 and held it in 1 quarter. The position peaked at $19.4K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Richardson Financial Services reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Richardson Financial Services sold 384 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $19.4K.
Richardson Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and held it in 1 quarter.
Richardson Financial Services's JPMorgan Ultra-Short Income ETF position peaked at $19.4K in Q4 2025.
1,207 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.