Trask Adam Roland’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Trask Adam Roland’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	$736K	Buy	+14,550	New	+$737K	0.7%	40

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Trask Adam Roland's JPST Position: Q1 2026 in Review

Trask Adam Roland opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026: 14,550 shares worth $736K. The stake represents 0.7% of the portfolio and ranks #40 among its holdings.

1,208 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Trask Adam Roland held 14,550 shares of JPMorgan Ultra-Short Income ETF worth $736K as of Q1 2026.
JPMorgan Ultra-Short Income ETF was a new Trask Adam Roland position in Q1 2026.
JPMorgan Ultra-Short Income ETF made up 0.7% of Trask Adam Roland's portfolio in Q1 2026, its #40 holding.
1,208 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.