JPST β€” JPMORGAN ULTRA SHORT INCOME ETF

Ownership history in Financially Speaking Inc  Β·  4 quarters on record

AI Ownership Summary

Financially Speaking Inc reported JPMORGAN ULTRA SHORT INCOME ETF (JPST) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 36.63% in 2026 Q1. The latest visible filing shows JPST at 36.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JPST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financially Speaking Inc's position in JPMORGAN ULTRA SHORT INCOME ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JPST was reported at 36.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
36.63% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financially Speaking Inc held JPST β€” position size vs. price
% of Fund (quarterly)    JPST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 149,073 +17,183 +13.0% 36.63% $7.5M 2026-04-07 $50.48
2025 Q4 REDUCED 131,890 -3,564 -2.6% 4.32% $6.7M 2026-02-10 $50.34
2025 Q3 REDUCED 135,454 -47,577 -26.0% 4.51% $6.9M 2025-11-06 $49.76
2025 Q2 INITIATED 183,031 β€” β€” 6.10% $9.3M 2025-08-07 $49.16

FAQ About Financially Speaking Inc and JPST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financially Speaking Inc reported owning JPST?

Financially Speaking Inc reported JPST across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported JPST position in Financially Speaking Inc's portfolio?

The largest reported portfolio weight for JPST was 36.63% in 2026 Q1.

What is the latest reported JPST position on this page?

The most recent filing on this page is 2026 Q1, when Financially Speaking Inc reported 149,073 shares, equal to 36.63% of portfolio, with an estimated market value of $7.5M.

What does the chart on this JPST ownership page compare?

The chart compares Financially Speaking Inc's quarterly JPST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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