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 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 $1.56T 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

Arbor Trust Wealth Advisors's JPST Position: Q1 2026 in Review

Arbor Trust Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.02% in Q1 2026, buying an estimated $51 and bringing the position to 4,861 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #79.

Arbor Trust Wealth Advisors first reported a position in JPST in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.9M in Q2 2022. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Arbor Trust Wealth Advisors held 4,861 shares of JPMorgan Ultra-Short Income ETF worth $246K as of Q1 2026.
Arbor Trust Wealth Advisors bought 1 JPMorgan Ultra-Short Income ETF share in Q1 2026, an estimated $51.
JPMorgan Ultra-Short Income ETF made up 0.11% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #79 holding.
Arbor Trust Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 17 quarters since.
Arbor Trust Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.9M in Q2 2022.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.