Helium Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Helium Advisors’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	$8.41M	Sell	166,111 -4,208	-2%	-$213K	8%	2
2025 Q4	$8.62M	Sell	170,319 -42,010	-20%	-$2.13M	8.73%	1
2025 Q3	$10.8M	Sell	212,329 -113,242	-35%	-$5.73M	8.99%	2
2025 Q2	$16.5M	Buy	325,571 +40,301	+14%	+$2.04M	10.43%	1
2025 Q1	$14.4M	Buy	285,270 +51,271	+22%	+$2.59M	10.51%	2
2024 Q4	$11.8M	Buy	+233,999	New	+$11.8M	9.34%	2

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Helium Advisors's JPST Position: Q1 2026 in Review

Helium Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.5% in Q1 2026, selling an estimated $213K and leaving 166,111 shares worth $8.41M. The position accounts for 8% of the portfolio, ranked #2.

Helium Advisors first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.5M in Q2 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Helium Advisors held 166,111 shares of JPMorgan Ultra-Short Income ETF worth $8.41M as of Q1 2026.
Helium Advisors sold 4,208 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $213K.
JPMorgan Ultra-Short Income ETF made up 8% of Helium Advisors's portfolio in Q1 2026, its #2 holding.
Helium Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
Helium Advisors's JPMorgan Ultra-Short Income ETF position peaked at $16.5M in Q2 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.