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

Sandbox 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 		$10.2M Buy
201,987
+14,455
+8% +$732K 2.87% 10
2025
Q4 		$9.49M Buy
187,532
+8,669
+5% +$439K 2.63% 12
2025
Q3 		$9.07M Buy
178,863
+7,548
+4% +$382K 2.6% 12
2025
Q2 		$8.68M Buy
171,315
+3,659
+2% +$185K 2.74% 11
2025
Q1 		$8.49M Sell
167,656
-280
-0.2% -$14.1K 3% 10
2024
Q4 		$8.46M Sell
167,936
-313
-0.2% -$15.8K 2.82% 11
2024
Q3 		$8.54M Buy
168,249
+3,601
+2% +$182K 3.02% 10
2024
Q2 		$8.31M Buy
164,648
+4,441
+3% +$224K 3.18% 10
2024
Q1 		$8.08M Sell
160,207
-56,433
-26% -$2.84M 3.39% 9
2023
Q4 		$10.9M Buy
216,640
+989
+0.5% +$49.6K 5.11% 5
2023
Q3 		$10.8M Buy
215,651
+521
+0.2% +$26.1K 5.72% 3
2023
Q2 		$10.8M Buy
215,130
+7,086
+3% +$356K 5.63% 4
2023
Q1 		$10.5M Buy
208,044
+34,140
+20% +$1.72M 6.32% 3
2022
Q4 		$8.72M Buy
173,904
+8,974
+5% +$450K 6.03% 3
2022
Q3 		$8.27M Buy
164,930
+32,011
+24% +$1.6M 6.05% 4
2022
Q2 		$6.66M Buy
132,919
+4,479
+3% +$225K 4.75% 6
2022
Q1 		$6.46M Buy
128,440
+45,638
+55% +$2.3M 3.69% 7
2021
Q4 		$4.18M Sell
82,802
-13,122
-14% -$664K 2.62% 6
2021
Q3 		$4.87M Sell
95,924
-68,238
-42% -$3.46M 3.47% 6
2021
Q2 		$8.33M Buy
164,162
+9,407
+6% +$477K 6.2% 5
2021
Q1 		$7.85M Buy
154,755
+22,305
+17% +$1.13M 6.4% 4
2020
Q4 		$6.73M Buy
+132,450
New +$6.73M 6.14% 3

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sandbox Financial Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.7% in Q1 2026, buying an estimated $732K and bringing the position to 201,987 shares worth $10.2M. The position accounts for 2.87% of the portfolio, ranked #10.

Sandbox Financial Partners first reported a position in JPST in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.9M in Q4 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Sandbox Financial Partners held 201,987 shares of JPMorgan Ultra-Short Income ETF worth $10.2M as of Q1 2026.
  • Sandbox Financial Partners bought 14,455 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $732K.
  • JPMorgan Ultra-Short Income ETF made up 2.87% of Sandbox Financial Partners's portfolio in Q1 2026, its #10 holding.
  • Sandbox Financial Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's JPMorgan Ultra-Short Income ETF position peaked at $10.9M in Q4 2023.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.