5th Street Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

5th Street Advisors’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	$7.81M	Buy	154,325 +6,417	+4%	+$325K	3.36%	10
2025 Q4	$7.48M	Buy	147,908 +35,722	+32%	+$1.81M	3.49%	11
2025 Q3	$5.69M	Sell	112,186 -36,245	-24%	-$1.83M	2.82%	14
2025 Q2	$7.52M	Buy	148,431 +2,617	+2%	+$132K	3.74%	9
2025 Q1	$7.38M	Sell	145,814 -12,118	-8%	-$612K	3.56%	9
2024 Q4	$7.96M	Buy	157,932 +10,705	+7%	+$541K	4.14%	10
2024 Q3	$7.47M	Buy	147,227 +130,713	+792%	+$6.61M	3.64%	12
2024 Q2	$833K	Buy	16,514 +2,804	+20%	+$141K	0.43%	22
2024 Q1	$692K	Sell	13,710 -135,995	-91%	-$6.85M	0.39%	22
2023 Q4	$7.52M	Sell	149,705 -4,605	-3%	-$231K	4.66%	8
2023 Q3	$7.74M	Sell	154,310 -771	-0.5%	-$38.6K	5.11%	7
2023 Q2	$7.78M	Sell	155,081 -7,173	-4%	-$360K	5.59%	7
2023 Q1	$8.16M	Sell	162,254 -4,950	-3%	-$249K	6.31%	8
2022 Q4	$8.38M	Sell	167,204 -1,376	-0.8%	-$69K	8.33%	6
2022 Q3	$8.46M	Buy	168,580 +150,470	+831%	+$7.54M	8.93%	5
2022 Q2	$907K	Hold	18,110	–	–	0.95%	10
2022 Q1	$910K	Buy	+18,110	New	+$912K	0.96%	10

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

5th Street Advisors's JPST Position: Q1 2026 in Review

5th Street Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.3% in Q1 2026, buying an estimated $325K and bringing the position to 154,325 shares worth $7.81M. The position accounts for 3.36% of the portfolio, ranked #10.

5th Street Advisors first reported a position in JPST in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.46M in Q3 2022. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

5th Street Advisors held 154,325 shares of JPMorgan Ultra-Short Income ETF worth $7.81M as of Q1 2026.
5th Street Advisors bought 6,417 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $325K.
JPMorgan Ultra-Short Income ETF made up 3.36% of 5th Street Advisors's portfolio in Q1 2026, its #10 holding.
5th Street Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 17 quarters since.
5th Street Advisors's JPMorgan Ultra-Short Income ETF position peaked at $8.46M in Q3 2022.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on 5th Street Advisors's 13F filing for Q1 2026, filed 5 May 2026.