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

WealthShield 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 		$565K Sell
11,169
-290
-3% -$14.7K 0.06% 232
2025
Q4 		$580K Buy
11,459
+686
+6% +$34.8K 0.06% 228
2025
Q3 		$547K Buy
10,773
+35
+0.3% +$1.77K 0.06% 229
2025
Q2 		$544K Sell
10,738
-485
-4% -$24.5K 0.07% 228
2025
Q1 		$568K Sell
11,223
-401
-3% -$20.3K 0.07% 212
2024
Q4 		$588K Sell
11,624
-38
-0.3% -$1.92K 0.08% 198
2024
Q3 		$592K Sell
11,662
-651
-5% -$32.9K 0.08% 198
2024
Q2 		$621K Buy
12,313
+51
+0.4% +$2.57K 0.09% 183
2024
Q1 		$619K Sell
12,262
-2,983
-20% -$150K 0.1% 178
2023
Q4 		$769K Buy
15,245
+2,234
+17% +$112K 0.13% 166
2023
Q3 		$653K Buy
13,011
+2,249
+21% +$113K 0.1% 188
2023
Q2 		$540K Buy
10,762
+1,777
+20% +$89.2K 0.08% 200
2023
Q1 		$452K Buy
8,985
+1,035
+13% +$52K 0.07% 216
2022
Q4 		$400K Buy
+7,950
New +$398K 0.08% 218
2021
Q3 		– Sell
-6,857
Closed -$348K – 491
2021
Q2 		$348K Buy
6,857
+2,746
+67% +$139K 0.05% 192
2021
Q1 		$209K Sell
4,111
-100
-2% -$5.08K 0.04% 250
2020
Q4 		$214K Buy
+4,211
New +$214K 0.04% 279

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthShield Partners's JPST Position: Q1 2026 in Review

WealthShield Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.5% in Q1 2026, selling an estimated $14.7K and leaving 11,169 shares worth $565K. The position accounts for 0.06% of the portfolio, ranked #232.

WealthShield Partners first reported a position in JPST in Q4 2020 and has held it in 17 quarters since. The position peaked at $769K in Q4 2023. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • WealthShield Partners held 11,169 shares of JPMorgan Ultra-Short Income ETF worth $565K as of Q1 2026.
  • WealthShield Partners sold 290 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $14.7K.
  • JPMorgan Ultra-Short Income ETF made up 0.06% of WealthShield Partners's portfolio in Q1 2026, its #232 holding.
  • WealthShield Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 17 quarters since.
  • WealthShield Partners's JPMorgan Ultra-Short Income ETF position peaked at $769K in Q4 2023.
  • 1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.