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

Western 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 		$5.4M Buy
106,744
+38,262
+56% +$1.94M 0.21% 97
2025
Q4 		$3.46M Buy
68,482
+6,345
+10% +$321K 0.16% 121
2025
Q3 		$3.15M Buy
62,137
+18,821
+43% +$953K 0.17% 116
2025
Q2 		$2.2M Buy
43,316
+4,116
+11% +$208K 0.13% 154
2025
Q1 		$1.98M Buy
39,200
+1,056
+3% +$53.3K 0.13% 156
2024
Q4 		$1.92M Buy
38,144
+3,532
+10% +$178K 0.13% 153
2024
Q3 		$1.76M Buy
34,612
+6,723
+24% +$340K 0.1% 207
2024
Q2 		$1.41M Buy
27,889
+3,080
+12% +$155K 0.1% 176
2024
Q1 		$1.25M Buy
24,809
+152
+0.6% +$7.65K 0.1% 192
2023
Q4 		$1.24M Buy
24,657
+6,012
+32% +$302K 0.09% 236
2023
Q3 		$936K Sell
18,645
-903
-5% -$45.2K 0.08% 264
2023
Q2 		$980K Sell
19,548
-25,640
-57% -$1.29M 0.08% 250
2023
Q1 		$2.27M Buy
45,188
+10,953
+32% +$550K 0.21% 110
2022
Q4 		$1.72M Sell
34,235
-25,239
-42% -$1.27M 0.18% 136
2022
Q3 		$2.98M Buy
59,474
+26,502
+80% +$1.33M 0.17% 131
2022
Q2 		$1.65M Sell
32,972
-1,806
-5% -$90.6K 0.09% 217
2022
Q1 		$1.75M Buy
34,778
+16,554
+91% +$834K 0.08% 222
2021
Q4 		$919K Buy
+18,224
New +$922K 0.09% 208
2021
Q2 		$867K Buy
17,105
+1,677
+11% +$85.1K 0.09% 242
2021
Q1 		$783K Sell
15,428
-1,096
-7% -$55.7K 0.11% 198
2020
Q4 		$839K Sell
16,524
-2,100
-11% -$107K 0.12% 181
2020
Q3 		$946K Buy
18,624
+6,677
+56% +$339K 0.15% 152
2020
Q2 		$606K Sell
11,947
-500
-4% -$25.2K 0.11% 190
2020
Q1 		$619K Buy
12,447
+6,320
+103% +$318K 0.14% 158
2019
Q4 		$309K Buy
+6,127
New +$309K 0.05% 306

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

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

Western Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 56% in Q1 2026, buying an estimated $1.94M and bringing the position to 106,744 shares worth $5.4M. The position accounts for 0.21% of the portfolio, ranked #97.

Western Wealth Management first reported a position in JPST in Q4 2019 and has held it in 25 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Western Wealth Management held 106,744 shares of JPMorgan Ultra-Short Income ETF worth $5.4M as of Q1 2026.
  • Western Wealth Management bought 38,262 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.94M.
  • JPMorgan Ultra-Short Income ETF made up 0.21% of Western Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Western Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.