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Sigma Planning Corp’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sigma Planning Corp’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 		$3.2M Sell
63,240
-1,389
-2% -$70.3K 0.09% 246
2025
Q4 		$3.27M Sell
64,629
-10,883
-14% -$551K 0.09% 236
2025
Q3 		$3.83M Sell
75,512
-6,588
-8% -$334K 0.11% 194
2025
Q2 		$4.16M Buy
82,100
+9,998
+14% +$505K 0.13% 171
2025
Q1 		$3.65M Buy
72,102
+367
+0.5% +$18.5K 0.12% 184
2024
Q4 		$3.61M Sell
71,735
-3,752
-5% -$189K 0.11% 179
2024
Q3 		$3.83M Sell
75,487
-59,623
-44% -$3.01M 0.12% 172
2024
Q2 		$6.82M Buy
135,110
+7,183
+6% +$362K 0.22% 90
2024
Q1 		$6.45M Buy
127,927
+61,448
+92% +$3.09M 0.2% 92
2023
Q4 		$3.34M Sell
66,479
-81,725
-55% -$4.1M 0.26% 77
2023
Q3 		$7.44M Sell
148,204
-31,590
-18% -$1.58M 0.28% 69
2023
Q2 		$9.01M Sell
179,794
-203,154
-53% -$10.2M 0.32% 53
2023
Q1 		$19.3M Buy
382,948
+14,084
+4% +$708K 0.64% 23
2022
Q4 		$18.5M Buy
368,864
+259,833
+238% +$13M 0.66% 19
2022
Q3 		$5.47M Sell
109,031
-10,490
-9% -$526K 0.21% 106
2022
Q2 		$5.99M Sell
119,521
-7,057
-6% -$354K 0.21% 102
2022
Q1 		$6.36M Buy
126,578
+14,534
+13% +$732K 0.19% 100
2021
Q4 		$5.66M Buy
112,044
+169
+0.2% +$8.55K 0.16% 132
2021
Q3 		$5.67M Buy
111,875
+2,980
+3% +$151K 0.17% 121
2021
Q2 		$5.53M Sell
108,895
-22,074
-17% -$1.12M 0.16% 132
2021
Q1 		$6.65M Buy
130,969
+19,672
+18% +$999K 0.21% 107
2020
Q4 		$5.65M Buy
111,297
+18,029
+19% +$916K 0.19% 115
2020
Q3 		$4.74M Buy
93,268
+7,362
+9% +$374K 0.19% 117
2020
Q2 		$4.36M Sell
85,906
-18,234
-18% -$918K 0.19% 110
2020
Q1 		$5.17M Buy
104,140
+52,648
+102% +$2.65M 0.31% 57
2019
Q4 		$2.6M Buy
51,492
+14,019
+37% +$708K 0.11% 190
2019
Q3 		$1.89M Buy
37,473
+3,991
+12% +$201K 0.09% 240
2019
Q2 		$1.69M Buy
33,482
+15,312
+84% +$771K 0.09% 245
2019
Q1 		$914K Buy
+18,170
New +$913K 0.05% 338

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

Sigma Planning Corp's JPST Position: Q1 2026 in Review

Sigma Planning Corp reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.1% in Q1 2026, selling an estimated $70.3K and leaving 63,240 shares worth $3.2M. The position accounts for 0.09% of the portfolio, ranked #246.

Sigma Planning Corp first reported a position in JPST in Q1 2019 and has held it in 29 quarters since. The position peaked at $19.3M in Q1 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Sigma Planning Corp held 63,240 shares of JPMorgan Ultra-Short Income ETF worth $3.2M as of Q1 2026.
  • Sigma Planning Corp sold 1,389 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $70.3K.
  • JPMorgan Ultra-Short Income ETF made up 0.09% of Sigma Planning Corp's portfolio in Q1 2026, its #246 holding.
  • Sigma Planning Corp first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 29 quarters since.
  • Sigma Planning Corp's JPMorgan Ultra-Short Income ETF position peaked at $19.3M in Q1 2023.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.