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

WJ 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	$22M	Buy	435,278 +72,978	+20%	+$3.7M	10.32%	1
2025 Q4	$18.3M	Sell	362,300 -6,965	-2%	-$353K	8.02%	1
2025 Q3	$18.7M	Sell	369,265 -107,855	-23%	-$5.46M	8.24%	1
2025 Q2	$24.2M	Sell	477,120 -18,646	-4%	-$942K	7.63%	1
2025 Q1	$25.1M	Buy	495,766 +385,022	+348%	+$19.4M	8.88%	1
2024 Q4	$5.58M	Buy	+110,744	New	+$5.59M	1.92%	16

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

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

WJ Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 20% in Q1 2026, buying an estimated $3.7M and bringing the position to 435,278 shares worth $22M. The position accounts for 10.32% of the portfolio, ranked #1.

WJ Wealth Management first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.1M in Q1 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

WJ Wealth Management held 435,278 shares of JPMorgan Ultra-Short Income ETF worth $22M as of Q1 2026.
WJ Wealth Management bought 72,978 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $3.7M.
JPMorgan Ultra-Short Income ETF made up 10.32% of WJ Wealth Management's portfolio in Q1 2026, its #1 holding.
WJ Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
WJ Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $25.1M in Q1 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.