Houlihan Financial Resource Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Houlihan Financial Resource Group’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	$11.3M	Buy	223,357 +7,702	+4%	+$390K	4.41%	3
2025 Q4	$10.9M	Buy	215,655 +131,391	+156%	+$6.66M	4.16%	4
2025 Q3	$4.27M	Sell	84,264 -118,017	-58%	-$5.97M	3.75%	5
2025 Q2	$10.2M	Buy	202,281 +442	+0.2%	+$22.3K	4.25%	3
2025 Q1	$10.2M	Buy	201,839 +3,466	+2%	+$175K	4.59%	3
2024 Q4	$9.99M	Sell	198,373 -5,625	-3%	-$284K	4.26%	3
2024 Q3	$10.4M	Sell	203,998 -11,954	-6%	-$604K	4.28%	3
2024 Q2	$10.9M	Sell	215,952 -1,741	-0.8%	-$87.7K	7.43%	2
2024 Q1	$11M	Buy	217,693 +2,078	+1%	+$105K	4.93%	3
2023 Q4	$10.8M	Sell	215,615 -3,028	-1%	-$152K	5.25%	3
2023 Q3	$11M	Sell	218,643 -5,089,085	-96%	-$255M	5.87%	3
2023 Q2	$266M	Buy	5,307,728 +5,098,169	+2,433%	+$256M	8.28%	2
2023 Q1	$10.5M	Buy	209,559 +28,213	+16%	+$1.42M	5.75%	3
2022 Q4	$9.11M	Buy	181,346 +28,934	+19%	+$1.45M	5.25%	3
2022 Q3	$7.65M	Buy	+152,412	New	+$7.64M	4.66%	4
2020 Q3	$2.48M	Buy	+48,890	New	+$2.48M	1.43%	24
2020 Q1	$427K	Sell	8,600 -142,656	-94%	-$7.17M	0.37%	58
2019 Q4	$7.63M	Buy	+151,256	New	+$7.64M	4.94%	3

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 $17.8B AUM 24.16% 1-Year Est. Return

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

Houlihan Financial Resource Group's JPST Position: Q1 2026 in Review

Houlihan Financial Resource Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.6% in Q1 2026, buying an estimated $390K and bringing the position to 223,357 shares worth $11.3M. The position accounts for 4.41% of the portfolio, ranked #3.

Houlihan Financial Resource Group first reported a position in JPST in Q4 2019 and has held it in 18 quarters since. The position peaked at $266M in Q2 2023. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Houlihan Financial Resource Group held 223,357 shares of JPMorgan Ultra-Short Income ETF worth $11.3M as of Q1 2026.
Houlihan Financial Resource Group bought 7,702 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $390K.
JPMorgan Ultra-Short Income ETF made up 4.41% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #3 holding.
Houlihan Financial Resource Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 18 quarters since.
Houlihan Financial Resource Group's JPMorgan Ultra-Short Income ETF position peaked at $266M in Q2 2023.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.