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Hayek Kallen Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Hayek Kallen Investment 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
Q1 		$4.25M Buy
+83,924
New +$4.25M 1.38% 24
2025
Q4 		– Sell
-79,695
Closed -$4.04M – 133
2025
Q3 		$4.04M Buy
79,695
+1,625
+2% +$82.3K 1.28% 23
2025
Q2 		$3.96M Buy
78,070
+661
+0.9% +$33.4K 1.35% 23
2025
Q1 		$3.92M Sell
77,409
-147
-0.2% -$7.42K 1.44% 23
2024
Q4 		$3.91M Buy
77,556
+1,063
+1% +$53.7K 1.42% 22
2024
Q3 		$3.88M Buy
76,493
+219
+0.3% +$11.1K 1.38% 23
2024
Q2 		$3.85M Buy
76,274
+858
+1% +$43.2K 1.44% 23
2024
Q1 		$3.81M Buy
75,416
+559
+0.7% +$28.1K 1.46% 24
2023
Q4 		$3.76M Sell
74,857
-3,730
-5% -$187K 1.57% 23
2023
Q3 		$3.94M Sell
78,587
-6,422
-8% -$322K 1.77% 20
2023
Q2 		$4.26M Sell
85,009
-27,589
-25% -$1.38M 1.81% 17
2023
Q1 		$5.67M Sell
112,598
-39,458
-26% -$1.98M 2.56% 9
2022
Q4 		$7.62M Sell
152,056
-16,779
-10% -$841K 3.51% 4
2022
Q3 		$8.47M Buy
168,835
+616
+0.4% +$30.9K 3.98% 4
2022
Q2 		$8.43M Sell
168,219
-2,148
-1% -$108K 3.67% 4
2022
Q1 		$8.56M Sell
170,367
-49
-0% -$2.47K 3.17% 5
2021
Q4 		$8.6M Buy
+170,416
New +$8.62M 3.07% 7
2021
Q3 		– Sell
-125,831
Closed -$6.38M – 74
2021
Q2 		$6.38M Buy
125,831
+16,116
+15% +$818K 2.68% 8
2021
Q1 		$5.57M Buy
109,715
+16,345
+18% +$830K 2.51% 11
2020
Q4 		$4.74M Buy
+93,370
New +$4.74M 2.29% 14
2020
Q3 		– Sell
-69,515
Closed -$3.53M – 67
2020
Q2 		$3.53M Buy
69,515
+6,790
+11% +$342K 2% 15
2020
Q1 		$3.12M Buy
+62,725
New +$3.15M 2.09% 17

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hayek Kallen Investment Management's JPST Position: Q1 2026 in Review

Hayek Kallen Investment Management opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026: 83,924 shares worth $4.25M. The stake represents 1.38% of the portfolio and ranks #24 among its holdings. This is a return to the name: Hayek Kallen Investment Management previously reported a position in JPST as recently as Q3 2025.

Hayek Kallen Investment Management first reported a position in JPST in Q1 2020 and has held it in 22 quarters since. The position peaked at $8.6M in Q4 2021. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Hayek Kallen Investment Management held 83,924 shares of JPMorgan Ultra-Short Income ETF worth $4.25M as of Q1 2026.
  • JPMorgan Ultra-Short Income ETF was a new Hayek Kallen Investment Management position in Q1 2026.
  • JPMorgan Ultra-Short Income ETF made up 1.38% of Hayek Kallen Investment Management's portfolio in Q1 2026, its #24 holding.
  • Hayek Kallen Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 22 quarters since.
  • Hayek Kallen Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $8.6M in Q4 2021.
  • 1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.