Tarbox Family Office’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Tarbox Family Office’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	$1.14M	Buy	22,464 +198	+0.9%	+$10K	0.18%	37
2025 Q4	$1.13M	Sell	22,266 -1,865	-8%	-$94.5K	0.18%	38
2025 Q3	$1.22M	Sell	24,131 -1,127	-4%	-$57.1K	0.18%	38
2025 Q2	$1.28M	Sell	25,258 -4,844	-16%	-$245K	0.19%	36
2025 Q1	$1.52M	Sell	30,102 -510	-2%	-$25.8K	0.25%	32
2024 Q4	$1.54M	Sell	30,612 -7,274	-19%	-$367K	0.25%	31
2024 Q3	$1.92M	Sell	37,886 -1,865	-5%	-$94.2K	0.32%	28
2024 Q2	$2.01M	Sell	39,751 -9,175	-19%	-$462K	0.35%	24
2024 Q1	$2.47M	Sell	48,926 -12,781	-21%	-$644K	0.43%	24
2023 Q4	$3.1M	Sell	61,707 -75,881	-55%	-$3.81M	0.6%	21
2023 Q3	$6.9M	Sell	137,588 -9,119	-6%	-$457K	1.43%	15
2023 Q2	$7.36M	Buy	146,707 +15,797	+12%	+$793K	1.43%	12
2023 Q1	$6.59M	Sell	130,910 -27,047	-17%	-$1.36M	1.33%	14
2022 Q4	$7.92M	Buy	157,957 +153,213	+3,230%	+$7.68M	1.74%	12
2022 Q3	$238K	Sell	4,744 -57,539	-92%	-$2.88M	0.06%	79
2022 Q2	$3.12M	Buy	62,283 +52,345	+527%	+$2.63M	0.7%	17
2022 Q1	$500K	Sell	9,938 -1,435	-13%	-$72.3K	0.1%	52
2021 Q4	$574K	Buy	11,373 +416	+4%	+$21K	0.1%	63
2021 Q3	$556K	Sell	10,957 -12,919	-54%	-$655K	0.1%	66
2021 Q2	$1.21M	Sell	23,876 -38,954	-62%	-$1.98M	0.22%	38
2021 Q1	$3.19M	Sell	62,830 -21,005	-25%	-$1.07M	0.63%	18
2020 Q4	$4.26M	Buy	83,835 +7,002	+9%	+$356K	0.89%	15
2020 Q3	$3.9M	Buy	76,833 +37,710	+96%	+$1.92M	0.95%	14
2020 Q2	$1.99M	Buy	39,123 +26,932	+221%	+$1.36M	0.51%	21
2020 Q1	$606K	Sell	12,191 -1,541	-11%	-$77.5K	0.2%	39
2019 Q4	$693K	Sell	13,732 -49,244	-78%	-$2.49M	0.19%	39
2019 Q3	$3.18M	Sell	62,976 -19,070	-23%	-$962K	0.97%	13
2019 Q2	$4.13M	Buy	82,046 +66,626	+432%	+$3.36M	1.29%	11
2019 Q1	$776K	Buy	15,420 +9,970	+183%	+$501K	0.28%	29
2018 Q4	$273K	Buy	+5,450	New	+$274K	0.11%	63

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

Tarbox Family Office's JPST Position: Q1 2026 in Review

Tarbox Family Office increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.89% in Q1 2026, buying an estimated $10K and bringing the position to 22,464 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #37.

Tarbox Family Office first reported a position in JPST in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.92M in Q4 2022. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Tarbox Family Office held 22,464 shares of JPMorgan Ultra-Short Income ETF worth $1.14M as of Q1 2026.
Tarbox Family Office bought 198 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $10K.
JPMorgan Ultra-Short Income ETF made up 0.18% of Tarbox Family Office's portfolio in Q1 2026, its #37 holding.
Tarbox Family Office first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 30 quarters since.
Tarbox Family Office's JPMorgan Ultra-Short Income ETF position peaked at $7.92M in Q4 2022.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.