Halbert Hargrove Global Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Halbert Hargrove Global 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	$428K	Buy	+8,466	New	+$428K	0.02%	74
2026 Q1	–	Sell	-750	Closed	-$37.9K	–	378
2025 Q4	$37.9K	Buy	+750	New	+$38K	﹤0.01%	212
2025 Q3	–	Sell	-1,245	Closed	-$63.1K	–	739
2025 Q2	$63.1K	Sell	1,245 -5,659	-82%	-$286K	﹤0.01%	138
2025 Q1	$350K	Buy	6,904 +5,640	+446%	+$285K	0.02%	63
2024 Q4	$63.7K	Buy	+1,264	New	+$63.8K	﹤0.01%	135
2024 Q1	–	Sell	-24,490	Closed	-$1.23M	–	111
2023 Q4	$1.23M	Buy	+24,490	New	+$1.23M	0.08%	42
2020 Q4	–	Sell	-24,673	Closed	-$1.25M	–	118
2020 Q3	$1.25M	Buy	+24,673	New	+$1.25M	0.12%	24

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

Halbert Hargrove Global Advisors's JPST Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 8,466 shares worth $428K. The stake represents 0.02% of the portfolio and ranks #74 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in JPST as recently as Q4 2025.

Halbert Hargrove Global Advisors first reported a position in JPST in Q3 2020 and has held it in 7 quarters since. The position peaked at $1.25M in Q3 2020. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Halbert Hargrove Global Advisors held 8,466 shares of JPMorgan Ultra-Short Income ETF worth $428K as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Halbert Hargrove Global Advisors position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #74 holding.
Halbert Hargrove Global Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.25M in Q3 2020.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.