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 Q2	$8.64M	Buy	170,861 +4,750	+3%	+$240K	7.18%	2
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 $1.81T 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

Helium Advisors's JPST Position: Q2 2026 in Review

Helium Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.9% in Q2 2026, buying an estimated $240K and bringing the position to 170,861 shares worth $8.64M. The position accounts for 7.18% of the portfolio, ranked #2.

Helium Advisors first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.5M in Q2 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Helium Advisors held 170,861 shares of JPMorgan Ultra-Short Income ETF worth $8.64M as of Q2 2026.
Helium Advisors bought 4,750 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $240K.
JPMorgan Ultra-Short Income ETF made up 7.18% of Helium Advisors's portfolio in Q2 2026, its #2 holding.
Helium Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Helium Advisors's JPMorgan Ultra-Short Income ETF position peaked at $16.5M in Q2 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.