Anchor Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Anchor Investment Management’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	$8.81M	Buy	174,071 +2,555	+1%	+$129K	0.74%	32
2025 Q4	$8.68M	Buy	171,516 +8,521	+5%	+$432K	0.71%	28
2025 Q3	$8.27M	Buy	162,995 +10,546	+7%	+$534K	0.68%	32
2025 Q2	$7.73M	Buy	152,449 +10,537	+7%	+$532K	0.68%	36
2025 Q1	$7.18M	Buy	141,912 +14,937	+12%	+$755K	0.67%	35
2024 Q4	$6.4M	Buy	126,975 +11,022	+10%	+$557K	0.6%	40
2024 Q3	$5.88M	Buy	115,953 +3,967	+4%	+$200K	0.56%	47
2024 Q2	$5.65M	Buy	111,986 +8,576	+8%	+$432K	0.58%	45
2024 Q1	$5.22M	Buy	103,410 +7,601	+8%	+$383K	0.55%	50
2023 Q4	$4.81M	Buy	95,809 +3,831	+4%	+$192K	0.55%	47
2023 Q3	$4.62M	Buy	91,978 +608	+0.7%	+$30.5K	0.6%	40
2023 Q2	$4.58M	Buy	91,370 +8,675	+10%	+$435K	0.59%	47
2023 Q1	$4.16M	Buy	82,695 +2,005	+2%	+$101K	0.57%	49
2022 Q4	$4.04M	Buy	80,690 +1,983	+3%	+$99.4K	0.58%	47
2022 Q3	$3.95M	Buy	78,707 +6,532	+9%	+$327K	0.61%	44
2022 Q2	$3.62M	Buy	+72,175	New	+$3.62M	0.52%	51

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

Anchor Investment Management's JPST Position: Q1 2026 in Review

Anchor Investment Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.5% in Q1 2026, buying an estimated $129K and bringing the position to 174,071 shares worth $8.81M. The position accounts for 0.74% of the portfolio, ranked #32.

Anchor Investment Management first reported a position in JPST in Q2 2022 and has held it in 16 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Anchor Investment Management held 174,071 shares of JPMorgan Ultra-Short Income ETF worth $8.81M as of Q1 2026.
Anchor Investment Management bought 2,555 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $129K.
JPMorgan Ultra-Short Income ETF made up 0.74% of Anchor Investment Management's portfolio in Q1 2026, its #32 holding.
Anchor Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 16 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.