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

Sunpointe’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	$936K	Buy	18,494 +4,665	+34%	+$236K	0.31%	76
2025 Q4	$702K	Sell	13,829 -173	-1%	-$8.77K	0.23%	94
2025 Q3	$710K	Sell	14,002 -4,080	-23%	-$207K	0.26%	93
2025 Q2	$916K	Buy	18,082 +1,082	+6%	+$54.7K	0.36%	62
2025 Q1	$861K	Buy	17,000 +3,754	+28%	+$190K	0.46%	46
2024 Q4	$670K	Buy	+13,246	New	+$669K	0.34%	65

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

Sunpointe's JPST Position: Q1 2026 in Review

Sunpointe increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 34% in Q1 2026, buying an estimated $236K and bringing the position to 18,494 shares worth $936K. The position accounts for 0.31% of the portfolio, ranked #76.

Sunpointe first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Sunpointe held 18,494 shares of JPMorgan Ultra-Short Income ETF worth $936K as of Q1 2026.
Sunpointe bought 4,665 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $236K.
JPMorgan Ultra-Short Income ETF made up 0.31% of Sunpointe's portfolio in Q1 2026, its #76 holding.
Sunpointe first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.