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

Vista Cima 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	$1.76M	Sell	34,678 -5,143	-13%	-$260K	1.73%	19
2025 Q4	$2.01M	Buy	39,821 +2,611	+7%	+$132K	1.68%	18
2025 Q3	$1.89M	Buy	37,210 +1,994	+6%	+$101K	1.57%	16
2025 Q2	$1.78M	Buy	35,216 +246	+0.7%	+$12.4K	1.67%	19
2025 Q1	$1.77M	Buy	34,970 +3,148	+10%	+$159K	1.91%	18
2024 Q4	$1.6M	Buy	+31,822	New	+$1.61M	1.67%	20

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

Vista Cima Wealth Management's JPST Position: Q1 2026 in Review

Vista Cima Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q1 2026, selling an estimated $260K and leaving 34,678 shares worth $1.76M. The position accounts for 1.73% of the portfolio, ranked #19.

Vista Cima Wealth Management first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.01M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Vista Cima Wealth Management held 34,678 shares of JPMorgan Ultra-Short Income ETF worth $1.76M as of Q1 2026.
Vista Cima Wealth Management sold 5,143 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $260K.
JPMorgan Ultra-Short Income ETF made up 1.73% of Vista Cima Wealth Management's portfolio in Q1 2026, its #19 holding.
Vista Cima Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
Vista Cima Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $2.01M in Q4 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

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