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

VCI 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	$17.5M	Buy	345,750 +38,489	+13%	+$1.95M	4.85%	3
2025 Q4	$15.5M	Buy	307,261 +28,013	+10%	+$1.42M	4.32%	6
2025 Q3	$14.2M	Buy	279,248 +17,282	+7%	+$875K	4.3%	5
2025 Q2	$13.3M	Buy	261,966 +31,181	+14%	+$1.57M	4.65%	4
2025 Q1	$11.7M	Buy	230,785 +17,860	+8%	+$902K	4.9%	2
2024 Q4	$10.7M	Buy	212,925 +29,388	+16%	+$1.48M	4.55%	4
2024 Q3	$9.31M	Buy	183,537 +18,879	+11%	+$954K	4.15%	6
2024 Q2	$8.31M	Buy	164,658 +46,641	+40%	+$2.35M	4.11%	4
2024 Q1	$5.95M	Sell	118,017 -13,914	-11%	-$701K	4.03%	4
2023 Q4	$6.63M	Buy	+131,931	New	+$6.62M	4.03%	4

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

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

VCI Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q1 2026, buying an estimated $1.95M and bringing the position to 345,750 shares worth $17.5M. The position accounts for 4.85% of the portfolio, ranked #3.

VCI Wealth Management first reported a position in JPST in Q4 2023 and has held it in 10 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

VCI Wealth Management held 345,750 shares of JPMorgan Ultra-Short Income ETF worth $17.5M as of Q1 2026.
VCI Wealth Management bought 38,489 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.95M.
JPMorgan Ultra-Short Income ETF made up 4.85% of VCI Wealth Management's portfolio in Q1 2026, its #3 holding.
VCI Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 10 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.