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Tempus Wealth Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Tempus Wealth Planning’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 		$208K Sell
4,114
-1,559
-27% -$78.9K 0.05% 261
2025
Q4 		$287K Buy
5,673
+1,559
+38% +$79K 0.07% 224
2025
Q3 		$209K Hold
4,114
– – 0.05% 267
2025
Q2 		$208K Buy
+4,114
New +$208K 0.05% 250

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tempus Wealth Planning's JPST Position: Q1 2026 in Review

Tempus Wealth Planning reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 27% in Q1 2026, selling an estimated $78.9K and leaving 4,114 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #261.

Tempus Wealth Planning first reported a position in JPST in Q2 2025 and has held it in 4 quarters since. The position peaked at $287K in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Tempus Wealth Planning held 4,114 shares of JPMorgan Ultra-Short Income ETF worth $208K as of Q1 2026.
  • Tempus Wealth Planning sold 1,559 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $78.9K.
  • JPMorgan Ultra-Short Income ETF made up 0.05% of Tempus Wealth Planning's portfolio in Q1 2026, its #261 holding.
  • Tempus Wealth Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Tempus Wealth Planning's JPMorgan Ultra-Short Income ETF position peaked at $287K in Q4 2025.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Tempus Wealth Planning's 13F filing for Q1 2026, filed 29 Apr 2026.