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

Verum 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	$16.7M	Buy	330,356 +19,101	+6%	+$967K	3.18%	9
2025 Q4	$15.7M	Sell	311,255 -99	-0%	-$5.02K	3.17%	10
2025 Q3	$15.8M	Buy	311,354 +2,002	+0.6%	+$101K	3.36%	9
2025 Q2	$15.7M	Sell	309,352 -10,756	-3%	-$543K	3.61%	7
2025 Q1	$16.2M	Buy	320,108 +14,169	+5%	+$716K	4.37%	6
2024 Q4	$15.4M	Sell	305,939 -207,121	-40%	-$10.5M	4.44%	4
2024 Q3	$26M	Buy	513,060 +36,692	+8%	+$1.85M	7.62%	2
2024 Q2	$24M	Buy	476,368 +53,508	+13%	+$2.69M	7.76%	2
2024 Q1	$21.3M	Buy	422,860 +64,677	+18%	+$3.26M	7.57%	2
2023 Q4	$18M	Sell	358,183 -3,690	-1%	-$185K	7.12%	2
2023 Q3	$18.2M	Buy	361,873 +105,118	+41%	+$5.27M	8.12%	1
2023 Q2	$12.9M	Sell	256,755 -1,687	-0.7%	-$84.7K	11.7%	1
2023 Q1	$13M	Buy	258,442 +187,709	+265%	+$9.43M	13.89%	1
2022 Q4	$3.55M	Buy	+70,733	New	+$3.55M	4.36%	7

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

Verum Partners's JPST Position: Q1 2026 in Review

Verum Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.1% in Q1 2026, buying an estimated $967K and bringing the position to 330,356 shares worth $16.7M. The position accounts for 3.18% of the portfolio, ranked #9.

Verum Partners first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $26M in Q3 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Verum Partners held 330,356 shares of JPMorgan Ultra-Short Income ETF worth $16.7M as of Q1 2026.
Verum Partners bought 19,101 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $967K.
JPMorgan Ultra-Short Income ETF made up 3.18% of Verum Partners's portfolio in Q1 2026, its #9 holding.
Verum Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
Verum Partners's JPMorgan Ultra-Short Income ETF position peaked at $26M in Q3 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.