Farther Finance Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Farther Finance 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	$20M	Buy	394,888 +49,922	+14%	+$2.52M	0.16%	116
2026 Q1	$17.4M	Buy	344,966 +197,401	+134%	+$10M	0.16%	111
2025 Q4	$7.47M	Buy	147,565 +48,223	+49%	+$2.44M	0.08%	225
2025 Q3	$5.04M	Buy	99,342 +22,589	+29%	+$1.14M	0.08%	220
2025 Q2	$3.89M	Buy	76,753 +34,370	+81%	+$1.74M	0.08%	225
2025 Q1	$2.14M	Buy	42,383 +11,310	+36%	+$571K	0.05%	288
2024 Q4	$1.57M	Buy	31,073 +2,762	+10%	+$139K	0.06%	261
2024 Q3	$1.44M	Sell	28,311 -13,164	-32%	-$665K	0.05%	260
2024 Q2	$2.08M	Buy	41,475 +24,301	+141%	+$1.22M	0.1%	164
2024 Q1	$863K	Sell	17,174 -102,246	-86%	-$5.15M	0.05%	284
2023 Q4	$6M	Buy	119,420 +108,643	+1,008%	+$5.45M	0.43%	46
2023 Q3	$541K	Buy	10,777 +6,578	+157%	+$330K	0.08%	196
2023 Q2	$211K	Sell	4,199 -1,033	-20%	-$51.8K	0.05%	307
2023 Q1	$263K	Sell	5,232 -12,678	-71%	-$637K	0.08%	230
2022 Q4	$898K	Buy	+17,910	New	+$898K	0.35%	56

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

Farther Finance Advisors's JPST Position: Q2 2026 in Review

Farther Finance Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q2 2026, buying an estimated $2.52M and bringing the position to 394,888 shares worth $20M. The position accounts for 0.16% of the portfolio, ranked #116.

Farther Finance Advisors first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Farther Finance Advisors held 394,888 shares of JPMorgan Ultra-Short Income ETF worth $20M as of Q2 2026.
Farther Finance Advisors bought 49,922 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.52M.
JPMorgan Ultra-Short Income ETF made up 0.16% of Farther Finance Advisors's portfolio in Q2 2026, its #116 holding.
Farther Finance Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.