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 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 $1.56T 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

Hershey Financial Advisers's JPST Position: Q1 2026 in Review

Hershey Financial Advisers opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026: 4,927 shares worth $249K. The stake represents 0.22% of the portfolio and ranks #77 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in JPST as recently as Q3 2025.

Hershey Financial Advisers first reported a position in JPST in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.95M in Q2 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Hershey Financial Advisers held 4,927 shares of JPMorgan Ultra-Short Income ETF worth $249K as of Q1 2026.
JPMorgan Ultra-Short Income ETF was a new Hershey Financial Advisers position in Q1 2026.
JPMorgan Ultra-Short Income ETF made up 0.22% of Hershey Financial Advisers's portfolio in Q1 2026, its #77 holding.
Hershey Financial Advisers first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 4 quarters since.
Hershey Financial Advisers's JPMorgan Ultra-Short Income ETF position peaked at $3.95M in Q2 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.