Arbor Trust Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Arbor Trust Wealth 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 Q2	$410K	Buy	8,099 +3,238	+67%	+$164K	0.17%	70
2026 Q1	$246K	Buy	4,861 +1	+0%	+$51	0.11%	79
2025 Q4	$247K	Sell	4,860 -1,946	-29%	-$98.6K	0.11%	77
2025 Q3	$345K	Sell	6,806 -575	-8%	-$29.1K	0.16%	70
2025 Q2	$374K	Buy	+7,381	New	+$373K	0.18%	68
2023 Q1	–	Sell	-10,989	Closed	-$552K	–	100
2022 Q4	$552K	Sell	10,989 -15,968	-59%	-$800K	0.38%	52
2022 Q3	$1.35M	Sell	26,957 -11,013	-29%	-$552K	1.03%	31
2022 Q2	$1.9M	Buy	37,970 +6,205	+20%	+$311K	1.33%	28
2022 Q1	$1.6M	Buy	31,765 +1,300	+4%	+$65.5K	0.96%	28
2021 Q4	$1.54M	Sell	30,465 -3,300	-10%	-$167K	0.89%	34
2021 Q3	$1.71M	Hold	33,765	–	–	1.07%	31
2021 Q2	$1.71M	Buy	33,765 +315	+0.9%	+$16K	1.08%	29
2021 Q1	$1.7M	Sell	33,450 -2,244	-6%	-$114K	1.14%	28
2020 Q4	$1.81M	Buy	35,694 +1,507	+4%	+$76.5K	1.32%	27
2020 Q3	$1.74M	Buy	34,187 +1,752	+5%	+$89K	1.5%	24
2020 Q2	$1.65M	Buy	32,435 +5,500	+20%	+$277K	1.49%	22
2020 Q1	$1.34M	Buy	26,935 +12,935	+92%	+$650K	1.41%	25
2019 Q4	$708K	Buy	+14,000	New	+$707K	0.61%	46

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

Arbor Trust Wealth Advisors's JPST Position: Q2 2026 in Review

Arbor Trust Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 67% in Q2 2026, buying an estimated $164K and bringing the position to 8,099 shares worth $410K. The position accounts for 0.17% of the portfolio, ranked #70.

Arbor Trust Wealth Advisors first reported a position in JPST in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.9M in Q2 2022. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Arbor Trust Wealth Advisors held 8,099 shares of JPMorgan Ultra-Short Income ETF worth $410K as of Q2 2026.
Arbor Trust Wealth Advisors bought 3,238 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $164K.
JPMorgan Ultra-Short Income ETF made up 0.17% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Arbor Trust Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 18 quarters since.
Arbor Trust Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.9M in Q2 2022.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.