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

Horan Capital 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
2025 Q1	$803K	Buy	15,859 +13	+0.1%	+$657	0.27%	61
2024 Q4	$798K	Sell	15,846 -450	-3%	-$22.7K	0.27%	57
2024 Q3	$827K	Sell	16,296 -437	-3%	-$22.1K	0.27%	58
2024 Q2	$844K	Sell	16,733 -577	-3%	-$29.1K	0.3%	58
2024 Q1	$873K	Sell	17,310 -179,284	-91%	-$9.03M	0.31%	59
2023 Q4	$9.87M	Sell	196,594 -6,290	-3%	-$316K	3.62%	4
2023 Q3	$10.2M	Sell	202,884 -9,963	-5%	-$499K	4.1%	4
2023 Q2	$10.7M	Sell	212,847 -2,110	-1%	-$106K	4.17%	4
2023 Q1	$10.8M	Sell	214,957 -636	-0.3%	-$32K	4.46%	4
2022 Q4	$10.8M	Sell	215,593 -3,799	-2%	-$190K	4.74%	3
2022 Q3	$11M	Buy	219,392 +4,833	+2%	+$242K	5.33%	3
2022 Q2	$10.7M	Sell	214,559 -24,527	-10%	-$1.23M	4.99%	3
2022 Q1	$12M	Sell	239,086 -2,045	-0.8%	-$103K	4.84%	4
2021 Q4	$12.2M	Buy	241,131 +2,026	+0.8%	+$102K	4.82%	4
2021 Q3	$12.1M	Buy	239,105 +2,601	+1%	+$132K	5.36%	3
2021 Q2	$12M	Buy	236,504 +1,892	+0.8%	+$96K	5.41%	3
2021 Q1	$11.9M	Buy	234,612 +3,472	+2%	+$176K	5.71%	2
2020 Q4	$11.7M	Buy	231,140 +13,791	+6%	+$700K	6.08%	3
2020 Q3	$11M	Buy	217,349 +674	+0.3%	+$34.2K	6.25%	2
2020 Q2	$11M	Buy	216,675 +450	+0.2%	+$22.7K	7.38%	1
2020 Q1	$10.7M	Buy	216,225 +6,201	+3%	+$312K	8.59%	1
2019 Q4	$10.6M	Sell	210,024 -3,696	-2%	-$187K	6.29%	2
2019 Q3	$10.8M	Buy	213,720 +4,730	+2%	+$239K	6.59%	2
2019 Q2	$10.5M	Sell	208,990 -5,621	-3%	-$283K	7.08%	2
2019 Q1	$10.8M	Sell	214,611 -16,313	-7%	-$820K	6.83%	2
2018 Q4	$11.6M	Buy	230,924 +123,287	+115%	+$6.19M	7.75%	2
2018 Q3	$5.4M	Buy	107,637 +20,380	+23%	+$1.02M	3.48%	4
2018 Q2	$4.37M	Buy	87,257 +7,516	+9%	+$377K	2.81%	6
2018 Q1	$3.99M	Buy	+79,741	New	+$3.99M	2.61%	6

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Horan Capital Advisors's JPST Position: Q1 2025 in Review

Horan Capital Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.08% in Q1 2025, buying an estimated $657 and bringing the position to 15,859 shares worth $803K. The position accounts for 0.27% of the portfolio, ranked #61.

Horan Capital Advisors first reported a position in JPST in Q1 2018 and has held it in 29 quarters since. The position peaked at $12.2M in Q4 2021. 1,097 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

Horan Capital Advisors held 15,859 shares of JPMorgan Ultra-Short Income ETF worth $803K as of Q1 2025.
Horan Capital Advisors bought 13 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $657.
JPMorgan Ultra-Short Income ETF made up 0.27% of Horan Capital Advisors's portfolio in Q1 2025, its #61 holding.
Horan Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2018 and has held it in 29 quarters since.
Horan Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $12.2M in Q4 2021.
1,097 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.