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HB Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

HB Wealth 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 		$481M Buy
9,550,931
+107,822
+1% +$5.46M 3.11% 6
2025
Q4 		$475M Buy
9,443,109
+140,546
+2% +$7.12M 3.07% 7
2025
Q3 		$469M Buy
9,302,563
+413,847
+5% +$21M 3.18% 7
2025
Q2 		$450M Buy
8,888,716
+342,791
+4% +$17.3M 3.58% 3
2025
Q1 		$430M Buy
8,545,925
+229,089
+3% +$11.6M 3.6% 3
2024
Q4 		$417M Buy
8,316,836
+838,189
+11% +$42.3M 4.26% 3
2024
Q3 		$377M Sell
7,478,647
-279,274
-4% -$14.1M 4.05% 3
2024
Q2 		$389M Sell
7,757,921
-318,533
-4% -$16M 4.54% 3
2024
Q1 		$405M Buy
8,076,454
+443,033
+6% +$22.3M 5.1% 3
2023
Q4 		$381M Buy
7,633,421
+593,425
+8% +$29.8M 5.48% 3
2023
Q3 		$351M Buy
7,039,996
+53,304
+0.8% +$2.67M 5.67% 3
2023
Q2 		$348M Buy
6,986,692
+364,065
+5% +$18.3M 5.56% 3
2023
Q1 		$330M Buy
6,622,627
+669,702
+11% +$33.7M 5.73% 3
2022
Q4 		$296M Buy
5,952,925
+270,902
+5% +$13.6M 5.39% 3
2022
Q3 		$285M Sell
5,682,023
-34,558
-0.6% -$1.73M 6.06% 3
2022
Q2 		$286M Buy
5,716,581
+744,914
+15% +$37.4M 5.87% 3
2022
Q1 		$250M Buy
4,971,667
+55,022
+1% +$2.77M 4.63% 4
2021
Q4 		$248M Buy
+4,916,645
New +$249M 4.99% 4

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 $377B AUM 19.32% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HB Wealth Management's JPST Position: Q1 2026 in Review

HB Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.1% in Q1 2026, buying an estimated $5.46M and bringing the position to 9,550,931 shares worth $481M. The position accounts for 3.11% of the portfolio, ranked #6.

HB Wealth Management first reported a position in JPST in Q4 2021 and has held it in 18 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • HB Wealth Management held 9,550,931 shares of JPMorgan Ultra-Short Income ETF worth $481M as of Q1 2026.
  • HB Wealth Management bought 107,822 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $5.46M.
  • JPMorgan Ultra-Short Income ETF made up 3.11% of HB Wealth Management's portfolio in Q1 2026, its #6 holding.
  • HB Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.