Strategic Financial Concepts’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Strategic Financial Concepts’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	$797K	Buy	15,752 +2,649	+20%	+$134K	0.2%	117
2025 Q4	$663K	Buy	13,103 +3,679	+39%	+$186K	0.61%	42
2025 Q3	$478K	Sell	9,424 -738	-7%	-$37.4K	0.07%	142
2025 Q2	$516K	Sell	10,162 -63,970	-86%	-$3.23M	0.07%	142
2025 Q1	$3.75M	Sell	74,132 -30,859	-29%	-$1.56M	0.7%	36
2024 Q4	$5.29M	Buy	104,991 +96,497	+1,136%	+$4.87M	1.01%	27
2024 Q3	$431K	Sell	8,494 -335,132	-98%	-$16.9M	0.14%	140
2024 Q2	$437K	Buy	343,626 +324,967	+1,742%	+$16.4M	0.25%	79
2024 Q1	$941K	Buy	18,659 +10,018	+116%	+$504K	0.23%	103
2023 Q4	$434K	Sell	8,641 -6,246	-42%	-$313K	0.26%	84
2023 Q3	$747K	Sell	14,887 -21,637	-59%	-$1.08M	0.25%	96
2023 Q2	$1.83M	Buy	36,524 +25,117	+220%	+$1.26M	0.68%	40
2023 Q1	$574K	Buy	+11,407	New	+$573K	0.23%	95

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

Strategic Financial Concepts's JPST Position: Q1 2026 in Review

Strategic Financial Concepts increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 20% in Q1 2026, buying an estimated $134K and bringing the position to 15,752 shares worth $797K. The position accounts for 0.2% of the portfolio, ranked #117.

Strategic Financial Concepts first reported a position in JPST in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.29M in Q4 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Strategic Financial Concepts held 15,752 shares of JPMorgan Ultra-Short Income ETF worth $797K as of Q1 2026.
Strategic Financial Concepts bought 2,649 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $134K.
JPMorgan Ultra-Short Income ETF made up 0.2% of Strategic Financial Concepts's portfolio in Q1 2026, its #117 holding.
Strategic Financial Concepts first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Financial Concepts's JPMorgan Ultra-Short Income ETF position peaked at $5.29M in Q4 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.