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

Souders 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 		$21.6M Buy
426,724
+7,904
+2% +$400K 2.46% 9
2025
Q4 		$21.2M Buy
418,820
+14,131
+3% +$716K 2.43% 10
2025
Q3 		$20.5M Buy
404,689
+17,997
+5% +$911K 2.44% 10
2025
Q2 		$19.6M Buy
386,692
+17,246
+5% +$871K 2.49% 11
2025
Q1 		$18.7M Buy
369,446
+29,415
+9% +$1.49M 2.61% 11
2024
Q4 		$17.1M Buy
340,031
+34,575
+11% +$1.75M 2.39% 10
2024
Q3 		$15.5M Buy
305,456
+19,500
+7% +$985K 2.16% 11
2024
Q2 		$14.4M Buy
285,956
+8,894
+3% +$448K 2.18% 11
2024
Q1 		$14M Sell
277,062
-23,975
-8% -$1.21M 2.21% 10
2023
Q4 		$15.1M Buy
301,037
+9,335
+3% +$468K 2.59% 10
2023
Q3 		$14.6M Buy
291,702
+15,506
+6% +$777K 2.81% 8
2023
Q2 		$13.8M Sell
276,196
-645
-0.2% -$32.4K 2.65% 11
2023
Q1 		$13.9M Buy
276,841
+82,010
+42% +$4.12M 2.96% 7
2022
Q4 		$9.77M Sell
194,831
-27,780
-12% -$1.39M 2.23% 9
2022
Q3 		$11.2M Buy
222,611
+19,220
+9% +$963K 3.03% 6
2022
Q2 		$10.2M Buy
203,391
+4,022
+2% +$202K 2.93% 7
2022
Q1 		$10M Buy
199,369
+9,672
+5% +$487K 2.9% 7
2021
Q4 		$9.58M Buy
189,697
+34,584
+22% +$1.75M 2.75% 7
2021
Q3 		$7.87M Buy
155,113
+3,945
+3% +$200K 2.54% 7
2021
Q2 		$7.67M Buy
151,168
+18,285
+14% +$928K 2.58% 7
2021
Q1 		$6.74M Sell
132,883
-300
-0.2% -$15.2K 2.64% 7
2020
Q4 		$6.76M Buy
133,183
+8,973
+7% +$456K 2.95% 7
2020
Q3 		$6.31M Buy
124,210
+16,390
+15% +$833K 2.98% 7
2020
Q2 		$5.47M Buy
107,820
+85,353
+380% +$4.3M 3.13% 7
2020
Q1 		$1.12M Buy
+22,467
New +$1.13M 0.99% 25

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

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

Souders Financial Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.9% in Q1 2026, buying an estimated $400K and bringing the position to 426,724 shares worth $21.6M. The position accounts for 2.46% of the portfolio, ranked #9.

Souders Financial Advisors first reported a position in JPST in Q1 2020 and has held it in 25 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Souders Financial Advisors held 426,724 shares of JPMorgan Ultra-Short Income ETF worth $21.6M as of Q1 2026.
  • Souders Financial Advisors bought 7,904 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $400K.
  • JPMorgan Ultra-Short Income ETF made up 2.46% of Souders Financial Advisors's portfolio in Q1 2026, its #9 holding.
  • Souders Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.