Fisher Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Fisher Asset 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	–	Sell	-4,370	Closed	-$221K	–	1072
2025 Q4	$221K	Buy	+4,370	New	+$221K	﹤0.01%	968
2025 Q2	–	Sell	-4,297	Closed	-$218K	–	1040
2025 Q1	$218K	Buy	+4,297	New	+$217K	﹤0.01%	962
2024 Q3	–	Sell	-6,038	Closed	-$305K	–	970
2024 Q2	$305K	Buy	+6,038	New	+$304K	﹤0.01%	877
2023 Q2	–	Sell	-5,172	Closed	-$260K	–	1188
2023 Q1	$260K	Buy	+5,172	New	+$260K	﹤0.01%	938
2020 Q4	–	Sell	-9,607	Closed	-$488K	–	937
2020 Q3	$488K	Buy	+9,607	New	+$488K	﹤0.01%	662

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

Fisher Asset Management's JPST Position: Q1 2026 in Review

Fisher Asset Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 4,370 shares — an estimated $221K sold.

Fisher Asset Management first reported a position in JPST in Q3 2020 and held it in 5 quarters. The position peaked at $488K in Q3 2020. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Fisher Asset Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Fisher Asset Management sold 4,370 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $221K.
Fisher Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and held it in 5 quarters.
Fisher Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $488K in Q3 2020.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.