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TFO Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

TFO Wealth Partners’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 		$3.22M Buy
63,544
+11,032
+21% +$559K 0.44% 23
2025
Q4 		$2.66M Buy
52,512
+4,803
+10% +$243K 0.4% 23
2025
Q3 		$2.42M Buy
47,709
+1,267
+3% +$64.1K 0.39% 21
2025
Q2 		$2.35M Buy
+46,442
New +$2.35M 0.41% 20

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

TFO Wealth Partners's JPST Position: Q1 2026 in Review

TFO Wealth Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 21% in Q1 2026, buying an estimated $559K and bringing the position to 63,544 shares worth $3.22M. The position accounts for 0.44% of the portfolio, ranked #23.

TFO Wealth Partners first reported a position in JPST in Q2 2025 and has held it in 4 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • TFO Wealth Partners held 63,544 shares of JPMorgan Ultra-Short Income ETF worth $3.22M as of Q1 2026.
  • TFO Wealth Partners bought 11,032 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $559K.
  • JPMorgan Ultra-Short Income ETF made up 0.44% of TFO Wealth Partners's portfolio in Q1 2026, its #23 holding.
  • TFO Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.