Ridgeline Wealth Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ridgeline Wealth Planning’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	$19.9M	Sell	393,352 -929	-0.2%	-$47K	14.54%	2
2025 Q4	$19.9M	Sell	394,281 -39,334	-9%	-$1.99M	14.23%	2
2025 Q3	$22M	Buy	433,615 +98,334	+29%	+$4.98M	16.52%	2
2025 Q2	$17M	Buy	335,281 +25,600	+8%	+$1.29M	13.99%	2
2025 Q1	$15.7M	Buy	309,681 +5,105	+2%	+$258K	15.41%	2
2024 Q4	$15.3M	Buy	+304,576	New	+$15.4M	14.68%	2

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

Ridgeline Wealth Planning's JPST Position: Q1 2026 in Review

Ridgeline Wealth Planning reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.24% in Q1 2026, selling an estimated $47K and leaving 393,352 shares worth $19.9M. The position accounts for 14.54% of the portfolio, ranked #2.

Ridgeline Wealth Planning first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $22M in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Ridgeline Wealth Planning held 393,352 shares of JPMorgan Ultra-Short Income ETF worth $19.9M as of Q1 2026.
Ridgeline Wealth Planning sold 929 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $47K.
JPMorgan Ultra-Short Income ETF made up 14.54% of Ridgeline Wealth Planning's portfolio in Q1 2026, its #2 holding.
Ridgeline Wealth Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
Ridgeline Wealth Planning's JPMorgan Ultra-Short Income ETF position peaked at $22M in Q3 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q1 2026, filed 5 May 2026.