Hartford Financial Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Hartford Financial 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 Q2	$5.54M	Buy	109,486 +65,097	+147%	+$3.29M	1.24%	23
2026 Q1	$2.25M	Sell	44,389 -1,797	-4%	-$91K	0.57%	50
2025 Q4	$2.34M	Buy	46,186 +1,700	+4%	+$86.1K	0.61%	45
2025 Q3	$2.26M	Sell	44,486 -40,503	-48%	-$2.05M	0.6%	48
2025 Q2	$4.31M	Buy	84,989 +38,273	+82%	+$1.93M	1.18%	24
2025 Q1	$2.37M	Buy	46,716 +4,112	+10%	+$208K	0.49%	62
2024 Q4	$2.15M	Sell	42,604 -2,384	-5%	-$120K	0.44%	68
2024 Q3	$2.28M	Sell	44,988 -1,242	-3%	-$62.8K	0.47%	66
2024 Q2	$2.33M	Sell	46,230 -4,244	-8%	-$214K	0.5%	61
2024 Q1	$2.55M	Buy	50,474 +2,633	+6%	+$133K	0.54%	59
2023 Q4	$2.4M	Sell	47,841 -17,563	-27%	-$881K	0.54%	58
2023 Q3	$3.28M	Sell	65,404 -3,681	-5%	-$184K	0.84%	37
2023 Q2	$3.46M	Sell	69,085 -1,294	-2%	-$64.9K	0.86%	41
2023 Q1	$3.54M	Sell	70,379 -20,264	-22%	-$1.02M	0.92%	36
2022 Q4	$4.54M	Sell	90,643 -6,140	-6%	-$308K	1.2%	25
2022 Q3	$4.86M	Sell	96,783 -31,812	-25%	-$1.59M	1.43%	18
2022 Q2	$6.44M	Buy	128,595 +40,703	+46%	+$2.04M	1.79%	7
2022 Q1	$4.42M	Buy	87,892 +10,169	+13%	+$512K	1.07%	30
2021 Q4	$3.92M	Buy	77,723 +8,155	+12%	+$413K	0.91%	35
2021 Q3	$3.53M	Buy	69,568 +98	+0.1%	+$4.97K	0.9%	36
2021 Q2	$3.52M	Sell	69,470 -11,797	-15%	-$599K	0.87%	40
2021 Q1	$4.13M	Buy	81,267 +753	+0.9%	+$38.2K	1.02%	32
2020 Q4	$4.09M	Buy	80,514 +1,510	+2%	+$76.7K	1.08%	29
2020 Q3	$4.01M	Buy	79,004 +8,508	+12%	+$432K	1.19%	26
2020 Q2	$3.58M	Buy	70,496 +44,748	+174%	+$2.25M	1.14%	25
2020 Q1	$1.28M	Buy	25,748 +7,532	+41%	+$379K	0.51%	66
2019 Q4	$919K	Buy	18,216 +4,324	+31%	+$218K	0.29%	101
2019 Q3	$700K	Buy	13,892 +575	+4%	+$29K	0.23%	106
2019 Q2	$671K	Buy	13,317 +1,220	+10%	+$61.5K	0.22%	108
2019 Q1	$608K	Buy	12,097 +1,616	+15%	+$81.2K	0.21%	106
2018 Q4	$525K	Buy	10,481 +8,981	+599%	+$451K	0.2%	108
2018 Q3	$75K	Hold	1,500	–	–	0.03%	208
2018 Q2	$75K	Buy	+1,500	New	+$75.2K	0.03%	210

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

Hartford Financial Management's JPST Position: Q2 2026 in Review

Hartford Financial Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 147% in Q2 2026, buying an estimated $3.29M and bringing the position to 109,486 shares worth $5.54M. The position accounts for 1.24% of the portfolio, ranked #23.

Hartford Financial Management first reported a position in JPST in Q2 2018 and has held it in 33 quarters since. The position peaked at $6.44M in Q2 2022. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Hartford Financial Management held 109,486 shares of JPMorgan Ultra-Short Income ETF worth $5.54M as of Q2 2026.
Hartford Financial Management bought 65,097 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.29M.
JPMorgan Ultra-Short Income ETF made up 1.24% of Hartford Financial Management's portfolio in Q2 2026, its #23 holding.
Hartford Financial Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 33 quarters since.
Hartford Financial Management's JPMorgan Ultra-Short Income ETF position peaked at $6.44M in Q2 2022.
1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.