Advisor Resource Council’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Advisor Resource Council’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 Q2	$779K	Buy	15,450 +200	+1%	+$10.1K	0.22%	97
2026 Q1	$772K	Buy	15,250 +4,700	+45%	+$238K	0.25%	83
2025 Q4	$534K	Buy	+10,550	New	+$535K	0.19%	119
2025 Q2	–	Sell	-98,382	Closed	-$4.92M	–	392
2025 Q1	$4.92M	Buy	+98,382	New	+$4.97M	0.4%	61

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Resource Council's JPST Position: Q2 2026 in Review

Advisor Resource Council increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.3% in Q2 2026, buying an estimated $10.1K and bringing the position to 15,450 shares worth $779K. The position accounts for 0.22% of the portfolio, ranked #97.

Advisor Resource Council first reported a position in JPST in Q1 2025 and has held it in 4 quarters since. The position peaked at $4.92M in Q1 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Advisor Resource Council held 15,450 shares of JPMorgan Ultra-Short Income ETF worth $779K as of Q2 2026.
Advisor Resource Council bought 200 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $10.1K.
JPMorgan Ultra-Short Income ETF made up 0.22% of Advisor Resource Council's portfolio in Q2 2026, its #97 holding.
Advisor Resource Council first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 4 quarters since.
Advisor Resource Council's JPMorgan Ultra-Short Income ETF position peaked at $4.92M in Q1 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.