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

HFM Investment 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	$90.2K	Sell	1,785 -418	-19%	-$21.1K	0.03%	42
2026 Q1	$111K	Sell	2,203 -210	-9%	-$10.6K	0.04%	38
2025 Q4	$122K	Sell	2,413 -258	-10%	-$13.1K	0.05%	36
2025 Q3	$135K	Sell	2,671 -200	-7%	-$10.1K	0.06%	28
2025 Q2	$145K	Sell	2,871 -579	-17%	-$29.2K	0.06%	25
2025 Q1	$175K	Buy	+3,450	New	+$174K	0.08%	22

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

HFM Investment Advisors's JPST Position: Q2 2026 in Review

HFM Investment Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 19% in Q2 2026, selling an estimated $21.1K and leaving 1,785 shares worth $90.2K. The position accounts for 0.03% of the portfolio, ranked #42.

HFM Investment Advisors first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $175K in Q1 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

HFM Investment Advisors held 1,785 shares of JPMorgan Ultra-Short Income ETF worth $90.2K as of Q2 2026.
HFM Investment Advisors sold 418 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $21.1K.
JPMorgan Ultra-Short Income ETF made up 0.03% of HFM Investment Advisors's portfolio in Q2 2026, its #42 holding.
HFM Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
HFM Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $175K in Q1 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.