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

Resonant 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
2026
Q1 		$13.8M Sell
272,925
-187,787
-41% -$9.51M 0.73% 31
2025
Q4 		$23.4M Buy
460,712
+262,326
+132% +$13.3M 1.29% 20
2025
Q3 		$10.1M Buy
198,386
+9,477
+5% +$480K 0.59% 39
2025
Q2 		$9.57M Sell
188,909
-36,004
-16% -$1.82M 0.61% 38
2025
Q1 		$11.4M Buy
224,913
+15,073
+7% +$761K 0.79% 31
2024
Q4 		$10.6M Buy
209,840
+7,065
+3% +$357K 0.77% 31
2024
Q3 		$10.3M Buy
202,775
+4,352
+2% +$220K 0.76% 30
2024
Q2 		$10M Sell
198,423
-17,706
-8% -$892K 0.81% 30
2024
Q1 		$10.9M Buy
216,129
+41,078
+23% +$2.07M 0.93% 27
2023
Q4 		$8.83M Sell
175,051
-7,650
-4% -$384K 0.85% 30
2023
Q3 		$9.17M Buy
182,701
+162,278
+795% +$8.13M 0.98% 27
2023
Q2 		$1.02M Sell
20,423
-5,080
-20% -$255K 0.11% 122
2023
Q1 		$1.28M Buy
25,503
+13,758
+117% +$691K 0.15% 112
2022
Q4 		$590K Sell
11,745
-6,675
-36% -$335K 0.07% 154
2022
Q3 		$924K Buy
+18,420
New +$923K 0.14% 114
2022
Q2 		– Sell
-4,753
Closed -$239K – 250
2022
Q1 		$239K Sell
4,753
-600
-11% -$30.2K 0.04% 200
2021
Q4 		$270K Buy
+5,353
New +$271K 0.04% 181
2021
Q3 		– Sell
-6,353
Closed -$322K – 191
2021
Q2 		$322K Hold
6,353
– – 0.06% 151
2021
Q1 		$322K Sell
6,353
-13,794
-68% -$700K 0.07% 145
2020
Q4 		$1.02M Buy
20,147
+12,606
+167% +$640K 0.24% 81
2020
Q3 		$383K Sell
7,541
-180,388
-96% -$9.17M 0.11% 108
2020
Q2 		$9.53M Sell
187,929
-4,139
-2% -$208K 2.77% 11
2020
Q1 		$9.54M Buy
192,068
+5,143
+3% +$259K 3.48% 2
2019
Q4 		$9.43M Buy
+186,925
New +$9.44M 2.97% 3

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Resonant Capital Advisors's JPST Position: Q1 2026 in Review

Resonant Capital Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 41% in Q1 2026, selling an estimated $9.51M and leaving 272,925 shares worth $13.8M. The position accounts for 0.73% of the portfolio, ranked #31.

Resonant Capital Advisors first reported a position in JPST in Q4 2019 and has held it in 24 quarters since. The position peaked at $23.4M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Resonant Capital Advisors held 272,925 shares of JPMorgan Ultra-Short Income ETF worth $13.8M as of Q1 2026.
  • Resonant Capital Advisors sold 187,787 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $9.51M.
  • JPMorgan Ultra-Short Income ETF made up 0.73% of Resonant Capital Advisors's portfolio in Q1 2026, its #31 holding.
  • Resonant Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 24 quarters since.
  • Resonant Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $23.4M in Q4 2025.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.