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

Herold 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 		$3.77M Sell
74,506
-8,589
-10% -$435K 0.83% 32
2025
Q4 		$4.2M Sell
83,095
-6,490
-7% -$329K 0.94% 25
2025
Q3 		$4.54M Sell
89,585
-3,940
-4% -$199K 1.05% 24
2025
Q2 		$4.74M Buy
93,525
+2,106
+2% +$106K 0.99% 24
2025
Q1 		$4.63M Buy
91,419
+6,571
+8% +$332K 1.02% 21
2024
Q4 		$4.27M Buy
84,848
+6,565
+8% +$332K 0.93% 24
2024
Q3 		$3.97M Buy
78,283
+2,334
+3% +$118K 0.86% 27
2024
Q2 		$3.83M Buy
75,949
+11,324
+18% +$570K 0.89% 25
2024
Q1 		$3.26M Buy
64,625
+9,473
+17% +$477K 0.79% 31
2023
Q4 		$2.77M Buy
55,152
+5,794
+12% +$291K 0.77% 38
2023
Q3 		$2.48M Buy
49,358
+10,167
+26% +$509K 0.75% 32
2023
Q2 		$1.97M Buy
39,191
+15,737
+67% +$790K 0.6% 49
2023
Q1 		$1.18M Buy
23,454
+4,808
+26% +$242K 0.41% 78
2022
Q4 		$935K Buy
18,646
+7,240
+63% +$363K 0.4% 77
2022
Q3 		$572K Buy
11,406
+181
+2% +$9.07K 0.28% 100
2022
Q2 		$562K Sell
11,225
-2,050
-15% -$103K 0.25% 109
2022
Q1 		$667K Buy
13,275
+1,925
+17% +$97K 0.24% 106
2021
Q4 		$572K Buy
11,350
+600
+6% +$30.4K 0.22% 115
2021
Q3 		$545K Buy
+10,750
New +$545K 0.21% 119

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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Herold Advisors's JPST Position: Q1 2026 in Review

Herold Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 10% in Q1 2026, selling an estimated $435K and leaving 74,506 shares worth $3.77M. The position accounts for 0.83% of the portfolio, ranked #32.

Herold Advisors first reported a position in JPST in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.74M in Q2 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Herold Advisors held 74,506 shares of JPMorgan Ultra-Short Income ETF worth $3.77M as of Q1 2026.
  • Herold Advisors sold 8,589 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $435K.
  • JPMorgan Ultra-Short Income ETF made up 0.83% of Herold Advisors's portfolio in Q1 2026, its #32 holding.
  • Herold Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.74M in Q2 2025.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.