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Strategic Family Wealth Counselors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Strategic Family Wealth Counselors’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 		$4.29M Buy
84,730
+2,264
+3% +$115K 1.13% 29
2025
Q4 		$4.18M Sell
82,466
-2,555
-3% -$129K 0.94% 33
2025
Q3 		$4.31M Sell
85,021
-845
-1% -$42.8K 1.11% 31
2025
Q2 		$4.35M Sell
85,866
-3,610
-4% -$182K 1.24% 26
2025
Q1 		$4.53M Buy
89,476
+2,018
+2% +$102K 1.47% 23
2024
Q4 		$4.41M Buy
87,458
+10,383
+13% +$524K 1.43% 25
2024
Q3 		$3.91M Buy
77,075
+3,180
+4% +$161K 1.37% 25
2024
Q2 		$3.73M Buy
73,895
+5,681
+8% +$286K 1.42% 23
2024
Q1 		$3.44M Buy
68,214
+3,992
+6% +$201K 1.36% 24
2023
Q4 		$3.23M Buy
64,222
+4,178
+7% +$210K 1.35% 24
2023
Q3 		$3.01M Sell
60,044
-256
-0.4% -$12.8K 1.45% 24
2023
Q2 		$3.02M Sell
60,300
-3,019
-5% -$152K 1.39% 24
2023
Q1 		$3.19M Sell
63,319
-4,160
-6% -$209K 1.51% 23
2022
Q4 		$3.38M Sell
67,479
-7,852
-10% -$394K 1.68% 22
2022
Q3 		$3.78M Sell
75,331
-3,328
-4% -$167K 1.85% 22
2022
Q2 		$3.94M Sell
78,659
-30,849
-28% -$1.55M 1.89% 20
2022
Q1 		$5.5M Buy
109,508
+10,236
+10% +$516K 2.22% 15
2021
Q4 		$5.01M Buy
99,272
+42,405
+75% +$2.14M 1.61% 21
2021
Q3 		$2.88M Buy
56,867
+6,881
+14% +$349K 0.99% 25
2021
Q2 		$2.54M Buy
49,986
+5,988
+14% +$304K 0.83% 26
2021
Q1 		$2.23M Buy
43,998
+30,314
+222% +$1.54M 0.84% 27
2020
Q4 		$695K Buy
+13,684
New +$695K 0.36% 42

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 $445B AUM 25.58% 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 $17.8B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Family Wealth Counselors's JPST Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.7% in Q1 2026, buying an estimated $115K and bringing the position to 84,730 shares worth $4.29M. The position accounts for 1.13% of the portfolio, ranked #29.

Strategic Family Wealth Counselors first reported a position in JPST in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.5M in Q1 2022. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Strategic Family Wealth Counselors held 84,730 shares of JPMorgan Ultra-Short Income ETF worth $4.29M as of Q1 2026.
  • Strategic Family Wealth Counselors bought 2,264 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $115K.
  • JPMorgan Ultra-Short Income ETF made up 1.13% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #29 holding.
  • Strategic Family Wealth Counselors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 22 quarters since.
  • Strategic Family Wealth Counselors's JPMorgan Ultra-Short Income ETF position peaked at $5.5M in Q1 2022.
  • 1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.