Haverford Trust Company’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Haverford Trust Company’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	$241K	Sell	4,762 -988	-17%	-$49.9K	﹤0.01%	390
2026 Q1	$291K	Sell	5,750 -3,000	-34%	-$152K	﹤0.01%	371
2025 Q4	$443K	Buy	8,750 +3,250	+59%	+$165K	﹤0.01%	313
2025 Q3	$279K	Sell	5,500 -550	-9%	-$27.8K	﹤0.01%	359
2025 Q2	$307K	Hold	6,050	–	–	﹤0.01%	354
2025 Q1	$306K	Hold	6,050	–	–	﹤0.01%	346
2024 Q4	$305K	Sell	6,050 -300	-5%	-$15.2K	﹤0.01%	348
2024 Q3	$322K	Hold	6,350	–	–	﹤0.01%	357
2024 Q2	$320K	Hold	6,350	–	–	﹤0.01%	350
2024 Q1	$320K	Buy	+6,350	New	+$320K	﹤0.01%	329
2020 Q4	–	Sell	-4,170	Closed	-$212K	–	302
2020 Q3	$212K	Buy	+4,170	New	+$212K	﹤0.01%	275

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

Haverford Trust Company's JPST Position: Q2 2026 in Review

Haverford Trust Company reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q2 2026, selling an estimated $49.9K and leaving 4,762 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Haverford Trust Company first reported a position in JPST in Q3 2020 and has held it in 11 quarters since. The position peaked at $443K in Q4 2025. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Haverford Trust Company held 4,762 shares of JPMorgan Ultra-Short Income ETF worth $241K as of Q2 2026.
Haverford Trust Company sold 988 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $49.9K.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Haverford Trust Company's portfolio in Q2 2026, its #390 holding.
Haverford Trust Company first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 11 quarters since.
Haverford Trust Company's JPMorgan Ultra-Short Income ETF position peaked at $443K in Q4 2025.
1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.