Sunbelt Securities’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sunbelt Securities’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	$6.17K	Buy	+122	New	+$6.18K	﹤0.01%	1616
2025 Q3	–	Sell	-902	Closed	-$45.4K	–	2792
2025 Q2	$45.4K	Sell	902 -531	-37%	-$26.8K	﹤0.01%	961
2025 Q1	$72.6K	Buy	1,433 +531	+59%	+$26.8K	0.01%	816
2024 Q4	$45.6K	Sell	902 -91	-9%	-$4.6K	﹤0.01%	959
2024 Q3	$50.4K	Hold	993	–	–	﹤0.01%	939
2024 Q2	$50.1K	Buy	993 +16	+2%	+$806	0.01%	903
2024 Q1	$49.3K	Buy	977 +75	+8%	+$3.78K	0.01%	876
2023 Q4	$45.3K	Sell	902 -11,174	-93%	-$561K	0.01%	838
2023 Q3	$606K	Buy	12,076 +10,964	+986%	+$549K	0.08%	241
2023 Q2	$55.8K	Buy	1,112 +349	+46%	+$17.5K	0.01%	766
2023 Q1	$38.4K	Buy	+763	New	+$38.3K	0.01%	802

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sunbelt Securities's JPST Position: Q1 2026 in Review

Sunbelt Securities opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026: 122 shares worth $6.17K. The stake represents ﹤0.01% of the portfolio and ranks #1616 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in JPST as recently as Q2 2025.

Sunbelt Securities first reported a position in JPST in Q1 2023 and has held it in 11 quarters since. The position peaked at $606K in Q3 2023. 1,208 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Sunbelt Securities held 122 shares of JPMorgan Ultra-Short Income ETF worth $6.17K as of Q1 2026.
JPMorgan Ultra-Short Income ETF was a new Sunbelt Securities position in Q1 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1616 holding.
Sunbelt Securities first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 11 quarters since.
Sunbelt Securities's JPMorgan Ultra-Short Income ETF position peaked at $606K in Q3 2023.
1,208 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.