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Stonehearth Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Stonehearth Capital Management’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 		– Sell
-6,681
Closed -$338K – 101
2025
Q4 		$338K Hold
6,681
– – 0.13% 59
2025
Q3 		$339K Hold
6,681
– – 0.13% 60
2025
Q2 		$339K Sell
6,681
-63
-0.9% -$3.18K 0.14% 54
2025
Q1 		$341K Sell
6,744
-385
-5% -$19.4K 0.14% 51
2024
Q4 		$359K Sell
7,129
-796
-10% -$40.2K 0.14% 48
2024
Q3 		$402K Sell
7,925
-28,246
-78% -$1.43M 0.16% 43
2024
Q2 		$1.83M Sell
36,171
-2,173
-6% -$109K 0.78% 23
2024
Q1 		$1.93M Sell
38,344
-205,203
-84% -$10.3M 0.88% 20
2023
Q4 		$12.2M Buy
243,547
+2,822
+1% +$142K 6.01% 6
2023
Q3 		$12.1M Buy
240,725
+3,357
+1% +$168K 6.59% 5
2023
Q2 		$11.9M Sell
237,368
-38,088
-14% -$1.91M 6.27% 6
2023
Q1 		$13.9M Sell
275,456
-195,041
-41% -$9.8M 7.45% 3
2022
Q4 		$23.6M Buy
470,497
+3,866
+0.8% +$194K 13.27% 1
2022
Q3 		$23.4M Buy
466,631
+4,771
+1% +$239K 14.33% 1
2022
Q2 		$23.1M Buy
461,860
+221,719
+92% +$11.1M 13.17% 1
2022
Q1 		$12.1M Buy
+240,141
New +$12.1M 6.26% 5

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stonehearth Capital Management's JPST Position: Q1 2026 in Review

Stonehearth Capital Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 6,681 shares — an estimated $338K sold.

Stonehearth Capital Management first reported a position in JPST in Q1 2022 and held it in 16 quarters. The position peaked at $23.6M in Q4 2022. 1,208 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Stonehearth Capital Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • Stonehearth Capital Management sold 6,681 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $338K.
  • Stonehearth Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and held it in 16 quarters.
  • Stonehearth Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $23.6M in Q4 2022.
  • 1,208 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Stonehearth Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.