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 Q3	$139K	Buy	2,762 +28	+1%	+$1.41K	0.1%	121
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Harbor Asset Planning's JPST Position: Q3 2026 in Review

Harbor Asset Planning increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1% in Q3 2026, buying an estimated $1.41K and bringing the position to 2,762 shares worth $139K. The position accounts for 0.1% of the portfolio, ranked #121.

Harbor Asset Planning first reported a position in JPST in Q2 2025 and has held it in 6 quarters since. The position peaked at $170K in Q1 2026. 901 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Harbor Asset Planning held 2,762 shares of JPMorgan Ultra-Short Income ETF worth $139K as of Q3 2026.
Harbor Asset Planning bought 28 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $1.41K.
JPMorgan Ultra-Short Income ETF made up 0.1% of Harbor Asset Planning's portfolio in Q3 2026, its #121 holding.
Harbor Asset Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's JPMorgan Ultra-Short Income ETF position peaked at $170K in Q1 2026.
901 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.