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

HHM Wealth 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	$191K	Hold	3,781	–	–	0.02%	217
2026 Q1	$191K	Sell	3,781 -1,773	-32%	-$89.8K	0.02%	198
2025 Q4	$281K	Hold	5,554	–	–	0.03%	162
2025 Q3	$282K	Hold	5,554	–	–	0.03%	170
2025 Q2	$281K	Sell	5,554 -3,132	-36%	-$158K	0.03%	166
2025 Q1	$440K	Buy	8,686 +3,679	+73%	+$186K	0.06%	115
2024 Q4	$252K	Hold	5,007	–	–	0.03%	161
2024 Q3	$254K	Buy	5,007 +411	+9%	+$20.8K	0.04%	149
2024 Q2	$232K	Hold	4,596	–	–	0.03%	153
2024 Q1	$232K	Hold	4,596	–	–	0.04%	135
2023 Q4	$231K	Hold	4,596	–	–	0.04%	130
2023 Q3	$231K	Buy	4,596 +3,415	+289%	+$171K	0.05%	116
2023 Q2	$59.2K	Sell	1,181 -395	-25%	-$19.8K	0.01%	265
2023 Q1	$79.3K	Hold	1,576	–	–	0.02%	222
2022 Q4	$79K	Sell	1,576 -609	-28%	-$30.5K	0.02%	191
2022 Q3	$110K	Sell	2,185 -5	-0.2%	-$251	0.03%	158
2022 Q2	$110K	Sell	2,190 -176	-7%	-$8.83K	0.03%	185
2022 Q1	$119K	Sell	2,366 -7,480	-76%	-$377K	0.03%	201
2021 Q4	$497K	Sell	9,846 -5,270	-35%	-$267K	0.12%	69
2021 Q3	$767K	Buy	15,116 +8,555	+130%	+$434K	0.21%	45
2021 Q2	$333K	Sell	6,561 -5,920	-47%	-$300K	0.09%	92
2021 Q1	$633K	Buy	12,481 +10,590	+560%	+$538K	0.2%	49
2020 Q4	$96K	Buy	+1,891	New	+$96K	0.03%	175

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

HHM Wealth Advisors's JPST Position: Q2 2026 in Review

HHM Wealth Advisors held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 3,781 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #217.

HHM Wealth Advisors first reported a position in JPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $767K in Q3 2021. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

HHM Wealth Advisors held 3,781 shares of JPMorgan Ultra-Short Income ETF worth $191K as of Q2 2026.
HHM Wealth Advisors left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #217 holding.
HHM Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 23 quarters since.
HHM Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $767K in Q3 2021.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.