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ZEGA Investments’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

ZEGA Investments’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 		– Sell
-6,753
Closed -$342K – 307
2025
Q4 		$342K Sell
6,753
-752
-10% -$38.1K 0.04% 139
2025
Q3 		$381K Sell
7,505
-67,474
-90% -$3.42M 0.05% 124
2025
Q2 		$3.8M Buy
74,979
+8,088
+12% +$409K 0.52% 28
2025
Q1 		$3.39M Buy
66,891
+8,626
+15% +$436K 0.52% 29
2024
Q4 		$2.94M Buy
+58,265
New +$2.94M 0.74% 21

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ZEGA Investments's JPST Position: Q1 2026 in Review

ZEGA Investments sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 6,753 shares — an estimated $342K sold.

ZEGA Investments first reported a position in JPST in Q4 2024 and held it in 5 quarters. The position peaked at $3.8M in Q2 2025. 1,208 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • ZEGA Investments reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • ZEGA Investments sold 6,753 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $342K.
  • ZEGA Investments first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and held it in 5 quarters.
  • ZEGA Investments's JPMorgan Ultra-Short Income ETF position peaked at $3.8M in Q2 2025.
  • 1,208 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.