Root Financial Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Root Financial Partners’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	$183K	Sell	3,615 -3,771	-51%	-$191K	0.01%	356
2025 Q4	$374K	Buy	7,386 +42	+0.6%	+$2.13K	0.02%	198
2025 Q3	$373K	Sell	7,344 -3,931	-35%	-$199K	0.02%	182
2025 Q2	$571K	Buy	11,275 +7,283	+182%	+$368K	0.06%	112
2025 Q1	$202K	Buy	+3,992	New	+$202K	0.02%	204

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

Root Financial Partners's JPST Position: Q1 2026 in Review

Root Financial Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 51% in Q1 2026, selling an estimated $191K and leaving 3,615 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #356.

Root Financial Partners first reported a position in JPST in Q1 2025 and has held it in 5 quarters since. The position peaked at $571K in Q2 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Root Financial Partners held 3,615 shares of JPMorgan Ultra-Short Income ETF worth $183K as of Q1 2026.
Root Financial Partners sold 3,771 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $191K.
JPMorgan Ultra-Short Income ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #356 holding.
Root Financial Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 5 quarters since.
Root Financial Partners's JPMorgan Ultra-Short Income ETF position peaked at $571K in Q2 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.