Harbor Asset Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Harbor Asset Planning’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	$138K	Sell	2,734 -633	-19%	-$32K	0.1%	123
2026 Q1	$170K	Buy	3,367 +33	+1%	+$1.67K	0.14%	107
2025 Q4	$169K	Buy	3,334 +36	+1%	+$1.82K	0.14%	101
2025 Q3	$167K	Buy	3,298 +37	+1%	+$1.87K	0.15%	98
2025 Q2	$165K	Buy	+3,261	New	+$165K	0.16%	95

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

Harbor Asset Planning's JPST Position: Q2 2026 in Review

Harbor Asset Planning reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 19% in Q2 2026, selling an estimated $32K and leaving 2,734 shares worth $138K. The position accounts for 0.1% of the portfolio, ranked #123.

Harbor Asset Planning first reported a position in JPST in Q2 2025 and has held it in 5 quarters since. The position peaked at $170K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Harbor Asset Planning held 2,734 shares of JPMorgan Ultra-Short Income ETF worth $138K as of Q2 2026.
Harbor Asset Planning sold 633 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $32K.
JPMorgan Ultra-Short Income ETF made up 0.1% of Harbor Asset Planning's portfolio in Q2 2026, its #123 holding.
Harbor Asset Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's JPMorgan Ultra-Short Income ETF position peaked at $170K in Q1 2026.
1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.