Rollins Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Rollins Financial Advisors’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	$1.01M	Sell	19,935 -2,569	-11%	-$130K	0.16%	68
2025 Q4	$1.14M	Buy	22,504 +17,360	+337%	+$880K	0.17%	59
2025 Q3	$261K	Hold	5,144	–	–	0.04%	126
2025 Q2	$261K	Sell	5,144 -4,137	-45%	-$209K	0.04%	116
2025 Q1	$470K	Hold	9,281	–	–	0.08%	83
2024 Q4	$467K	Hold	9,281	–	–	0.07%	85
2024 Q3	$471K	Buy	+9,281	New	+$469K	0.08%	80
2024 Q1	–	Sell	-5,660	Closed	-$284K	–	121
2023 Q4	$284K	Buy	+5,660	New	+$284K	0.06%	83

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

Rollins Financial Advisors's JPST Position: Q1 2026 in Review

Rollins Financial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q1 2026, selling an estimated $130K and leaving 19,935 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #68.

Rollins Financial Advisors first reported a position in JPST in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.14M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Rollins Financial Advisors held 19,935 shares of JPMorgan Ultra-Short Income ETF worth $1.01M as of Q1 2026.
Rollins Financial Advisors sold 2,569 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $130K.
JPMorgan Ultra-Short Income ETF made up 0.16% of Rollins Financial Advisors's portfolio in Q1 2026, its #68 holding.
Rollins Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 8 quarters since.
Rollins Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.14M in Q4 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.