Valley Wealth Managers’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Valley Wealth Managers’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	$3.14M	Sell	62,024 -94,709	-60%	-$4.8M	0.2%	105
2025 Q4	$7.93M	Sell	156,733 -235,317	-60%	-$11.9M	0.51%	51
2025 Q3	$19.9M	Buy	392,050 +53,920	+16%	+$2.73M	1.31%	37
2025 Q2	$17.1M	Buy	338,130 +82,477	+32%	+$4.17M	1.23%	39
2025 Q1	$12.9M	Sell	255,653 -61,212	-19%	-$3.09M	0.98%	46
2024 Q4	$16M	Buy	316,865 +34,865	+12%	+$1.76M	1.19%	37
2024 Q3	$14.3M	Buy	282,000 +43,639	+18%	+$2.21M	1.06%	44
2024 Q2	$12M	Buy	238,361 +9,774	+4%	+$492K	0.96%	44
2024 Q1	$11.5M	Buy	228,587 +5,170	+2%	+$260K	0.87%	45
2023 Q4	$11.2M	Buy	223,417 +55,325	+33%	+$2.78M	0.88%	47
2023 Q3	$8.43M	Buy	168,092 +145,007	+628%	+$7.27M	0.7%	47
2023 Q2	$1.16M	Sell	23,085 -287	-1%	-$14.4K	0.1%	105
2023 Q1	$1.18M	Sell	23,372 -269	-1%	-$13.5K	0.11%	105
2022 Q4	$1.19M	Buy	23,641 +45	+0.2%	+$2.26K	0.11%	106
2022 Q3	$1.18M	Buy	23,596 +858	+4%	+$43K	0.12%	106
2022 Q2	$1.14M	Buy	+22,738	New	+$1.14M	0.11%	109

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 $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valley Wealth Managers's JPST Position: Q1 2026 in Review

Valley Wealth Managers reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 60% in Q1 2026, selling an estimated $4.8M and leaving 62,024 shares worth $3.14M. The position accounts for 0.2% of the portfolio, ranked #105.

Valley Wealth Managers first reported a position in JPST in Q2 2022 and has held it in 16 quarters since. The position peaked at $19.9M in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Valley Wealth Managers held 62,024 shares of JPMorgan Ultra-Short Income ETF worth $3.14M as of Q1 2026.
Valley Wealth Managers sold 94,709 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $4.8M.
JPMorgan Ultra-Short Income ETF made up 0.2% of Valley Wealth Managers's portfolio in Q1 2026, its #105 holding.
Valley Wealth Managers first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 16 quarters since.
Valley Wealth Managers's JPMorgan Ultra-Short Income ETF position peaked at $19.9M in Q3 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.