Strategies Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Strategies Wealth 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	$615K	Sell	12,144 -1,464	-11%	-$74.1K	0.06%	87
2025 Q4	$688K	Sell	13,608 -26,813	-66%	-$1.36M	0.07%	73
2025 Q3	$2.05M	Sell	40,421 -9,983	-20%	-$505K	0.21%	38
2025 Q2	$2.55M	Buy	50,404 +34,626	+219%	+$1.75M	0.28%	34
2025 Q1	$799K	Sell	15,778 -18,259	-54%	-$922K	0.1%	63
2024 Q4	$1.72M	Sell	34,037 -41,081	-55%	-$2.07M	0.21%	36
2024 Q3	$3.81M	Buy	75,118 +62,051	+475%	+$3.14M	0.51%	24
2024 Q2	$660K	Buy	13,067 +6,955	+114%	+$350K	0.1%	51
2024 Q1	$308K	Sell	6,112 -2,532	-29%	-$127K	0.05%	76
2023 Q4	$434K	Buy	8,644 +1,381	+19%	+$69.3K	0.07%	64
2023 Q3	$364K	Buy	7,263 +30	+0.4%	+$1.5K	0.07%	63
2023 Q2	$363K	Sell	7,233 -2,046	-22%	-$103K	0.07%	66
2023 Q1	$467K	Buy	9,279 +36	+0.4%	+$1.81K	0.1%	58
2022 Q4	$463K	Buy	+9,243	New	+$463K	0.11%	55
2022 Q2	$837K	Buy	16,717 +8,956	+115%	+$449K	0.24%	47
2022 Q1	$390K	Sell	7,761 -4,424	-36%	-$223K	0.1%	61
2021 Q4	$615K	Buy	+12,185	New	+$616K	0.17%	48

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 $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategies Wealth Advisors's JPST Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q1 2026, selling an estimated $74.1K and leaving 12,144 shares worth $615K. The position accounts for 0.06% of the portfolio, ranked #87.

Strategies Wealth Advisors first reported a position in JPST in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.81M in Q3 2024. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Strategies Wealth Advisors held 12,144 shares of JPMorgan Ultra-Short Income ETF worth $615K as of Q1 2026.
Strategies Wealth Advisors sold 1,464 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $74.1K.
JPMorgan Ultra-Short Income ETF made up 0.06% of Strategies Wealth Advisors's portfolio in Q1 2026, its #87 holding.
Strategies Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 17 quarters since.
Strategies Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $3.81M in Q3 2024.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.