Hershey Financial Advisers’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Hershey Financial Advisers’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	$4.13M	Buy	81,730 +76,803	+1,559%	+$3.88M	2.97%	6
2026 Q1	$249K	Buy	+4,927	New	+$250K	0.22%	77
2025 Q4	–	Sell	-75,296	Closed	-$3.82M	–	93
2025 Q3	$3.82M	Sell	75,296 -2,571	-3%	-$130K	3.27%	6
2025 Q2	$3.95M	Buy	+77,867	New	+$3.93M	3.53%	6
2024 Q2	$30.4K	Buy	+603	New	+$30.4K	0.03%	82

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

Hershey Financial Advisers's JPST Position: Q2 2026 in Review

Hershey Financial Advisers increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1,559% in Q2 2026, buying an estimated $3.88M and bringing the position to 81,730 shares worth $4.13M. The position accounts for 2.97% of the portfolio, ranked #6.

Hershey Financial Advisers first reported a position in JPST in Q2 2024 and has held it in 5 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Hershey Financial Advisers held 81,730 shares of JPMorgan Ultra-Short Income ETF worth $4.13M as of Q2 2026.
Hershey Financial Advisers bought 76,803 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.88M.
JPMorgan Ultra-Short Income ETF made up 2.97% of Hershey Financial Advisers's portfolio in Q2 2026, its #6 holding.
Hershey Financial Advisers first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 5 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.