Tradition Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Tradition Wealth Management’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	$9.99M	Buy	197,454 +4,580	+2%	+$232K	0.71%	39
2025 Q4	$9.76M	Buy	192,874 +8,994	+5%	+$456K	0.7%	37
2025 Q3	$9.33M	Buy	183,880 +9,616	+6%	+$487K	0.69%	36
2025 Q2	$8.83M	Buy	174,264 +55,714	+47%	+$2.81M	0.71%	38
2025 Q1	$6M	Buy	118,550 +94,947	+402%	+$4.8M	0.53%	50
2024 Q4	$1.19M	Sell	23,603 -6,228	-21%	-$315K	0.1%	153
2024 Q3	$1.51M	Buy	29,831 +1,803	+6%	+$91.1K	0.13%	133
2024 Q2	$1.41M	Buy	28,028 +1,404	+5%	+$70.7K	0.14%	131
2024 Q1	$1.34M	Sell	26,624 -3,910	-13%	-$197K	0.14%	128
2023 Q4	$1.53M	Sell	30,534 -7,379	-19%	-$370K	0.16%	110
2023 Q3	$1.9M	Sell	37,913 -2,515	-6%	-$126K	0.23%	81
2023 Q2	$2.03M	Sell	40,428 -3,083	-7%	-$155K	0.24%	81
2023 Q1	$2.19M	Sell	43,511 -48,757	-53%	-$2.45M	0.27%	76
2022 Q4	$4.63M	Buy	92,268 +70,458	+323%	+$3.53M	0.65%	47
2022 Q3	$1.09M	Sell	21,810 -3,604	-14%	-$181K	0.16%	102
2022 Q2	$1.27M	Sell	25,414 -8,690	-25%	-$436K	0.18%	96
2022 Q1	$1.71M	Sell	34,104 -131,755	-79%	-$6.64M	0.22%	94
2021 Q4	$8.37M	Sell	165,859 -10,427	-6%	-$527K	1.05%	27
2021 Q3	$8.94M	Buy	176,286 +5,444	+3%	+$276K	1.27%	21
2021 Q2	$8.67M	Buy	170,842 +58,713	+52%	+$2.98M	1.3%	17
2021 Q1	$5.69M	Sell	112,129 -2,652	-2%	-$135K	0.98%	25
2020 Q4	$5.83M	Buy	+114,781	New	+$5.83M	1.13%	21

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

Tradition Wealth Management's JPST Position: Q1 2026 in Review

Tradition Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.4% in Q1 2026, buying an estimated $232K and bringing the position to 197,454 shares worth $9.99M. The position accounts for 0.71% of the portfolio, ranked #39.

Tradition Wealth Management first reported a position in JPST in Q4 2020 and has held it in 22 quarters since. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Tradition Wealth Management held 197,454 shares of JPMorgan Ultra-Short Income ETF worth $9.99M as of Q1 2026.
Tradition Wealth Management bought 4,580 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $232K.
JPMorgan Ultra-Short Income ETF made up 0.71% of Tradition Wealth Management's portfolio in Q1 2026, its #39 holding.
Tradition Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 22 quarters since.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.