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 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 $1.56T 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

Advisor Resource Council's JPST Position: Q1 2026 in Review

Advisor Resource Council increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 45% in Q1 2026, buying an estimated $238K and bringing the position to 15,250 shares worth $772K. The position accounts for 0.25% of the portfolio, ranked #83.

Advisor Resource Council first reported a position in JPST in Q1 2025 and has held it in 3 quarters since. The position peaked at $4.92M in Q1 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Advisor Resource Council held 15,250 shares of JPMorgan Ultra-Short Income ETF worth $772K as of Q1 2026.
Advisor Resource Council bought 4,700 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $238K.
JPMorgan Ultra-Short Income ETF made up 0.25% of Advisor Resource Council's portfolio in Q1 2026, its #83 holding.
Advisor Resource Council first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 3 quarters since.
Advisor Resource Council's JPMorgan Ultra-Short Income ETF position peaked at $4.92M in Q1 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.