Sand Hill Global Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sand Hill Global 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	$14.5M	Sell	287,134 -8,755	-3%	-$443K	0.49%	29
2025 Q4	$15M	Buy	295,889 +13,260	+5%	+$672K	0.52%	28
2025 Q3	$14.3M	Buy	282,629 +112,000	+66%	+$5.67M	0.5%	29
2025 Q2	$8.65M	Sell	170,629 -138,596	-45%	-$7M	0.32%	47
2025 Q1	$15.7M	Buy	309,225 +78,480	+34%	+$3.96M	0.64%	26
2024 Q4	$11.6M	Sell	230,745 -62,543	-21%	-$3.16M	0.49%	31
2024 Q3	$14.9M	Buy	293,288 +130,407	+80%	+$6.59M	0.63%	27
2024 Q2	$8.22M	Buy	162,881 +15,095	+10%	+$760K	0.37%	42
2024 Q1	$7.46M	Buy	147,786 +32,242	+28%	+$1.62M	0.35%	50
2023 Q4	$5.8M	Sell	115,544 -11,523	-9%	-$578K	0.28%	60
2023 Q3	$6.38M	Sell	127,067 -36,795	-22%	-$1.84M	0.35%	47
2023 Q2	$8.22M	Sell	163,862 -38,848	-19%	-$1.95M	0.41%	37
2023 Q1	$10.2M	Sell	202,710 -109,635	-35%	-$5.51M	0.55%	27
2022 Q4	$15.7M	Buy	312,345 +73,293	+31%	+$3.67M	0.88%	17
2022 Q3	$12M	Buy	239,052 +10,407	+5%	+$522K	0.75%	19
2022 Q2	$11.5M	Sell	228,645 -34,577	-13%	-$1.73M	0.65%	25
2022 Q1	$13.2M	Buy	263,222 +7,447	+3%	+$375K	0.73%	18
2021 Q4	$12.9M	Buy	255,775 +33,542	+15%	+$1.7M	0.72%	21
2021 Q3	$11.3M	Sell	222,233 -22,204	-9%	-$1.13M	0.68%	22
2021 Q2	$12.4M	Buy	244,437 +401	+0.2%	+$20.3K	0.76%	21
2021 Q1	$12.4M	Sell	244,036 -17,009	-7%	-$864K	0.81%	21
2020 Q4	$13.3M	Buy	261,045 +82,516	+46%	+$4.19M	0.89%	19
2020 Q3	$9.07M	Buy	178,529 +1,449	+0.8%	+$73.6K	0.69%	21
2020 Q2	$8.98M	Sell	177,080 -72,768	-29%	-$3.66M	0.72%	20
2020 Q1	$12.4M	Buy	249,848 +17,811	+8%	+$896K	1.18%	13
2019 Q4	$11.7M	Sell	232,037 -24,614	-10%	-$1.24M	1.06%	14
2019 Q3	$12.9M	Sell	256,651 -14,402	-5%	-$727K	1.21%	12
2019 Q2	$13.7M	Buy	271,053 +118,046	+77%	+$5.95M	1.4%	11
2019 Q1	$7.7M	Buy	153,007 +59,000	+63%	+$2.97M	0.79%	17
2018 Q4	$4.71M	Sell	94,007 -7,698	-8%	-$386K	0.51%	41
2018 Q3	$5.1M	Buy	101,705 +61,339	+152%	+$3.08M	0.49%	39
2018 Q2	$2.02M	Buy	+40,366	New	+$2.02M	0.2%	60

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 $15.5B AUM 18.35% 1-Year Est. Return

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

Sand Hill Global Advisors's JPST Position: Q1 2026 in Review

Sand Hill Global Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3% in Q1 2026, selling an estimated $443K and leaving 287,134 shares worth $14.5M. The position accounts for 0.49% of the portfolio, ranked #29.

Sand Hill Global Advisors first reported a position in JPST in Q2 2018 and has held it in 32 quarters since. The position peaked at $15.7M in Q4 2022. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Sand Hill Global Advisors held 287,134 shares of JPMorgan Ultra-Short Income ETF worth $14.5M as of Q1 2026.
Sand Hill Global Advisors sold 8,755 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $443K.
JPMorgan Ultra-Short Income ETF made up 0.49% of Sand Hill Global Advisors's portfolio in Q1 2026, its #29 holding.
Sand Hill Global Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 32 quarters since.
Sand Hill Global Advisors's JPMorgan Ultra-Short Income ETF position peaked at $15.7M in Q4 2022.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.