URS Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

URS Advisory’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	$609K	Buy	12,028 +2,541	+27%	+$129K	0.45%	26
2025 Q4	$480K	Buy	+9,487	New	+$481K	0.4%	25

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

URS Advisory's JPST Position: Q1 2026 in Review

URS Advisory increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 27% in Q1 2026, buying an estimated $129K and bringing the position to 12,028 shares worth $609K. The position accounts for 0.45% of the portfolio, ranked #26.

URS Advisory first reported a position in JPST in Q4 2025 and has held it in 2 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

URS Advisory held 12,028 shares of JPMorgan Ultra-Short Income ETF worth $609K as of Q1 2026.
URS Advisory bought 2,541 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $129K.
JPMorgan Ultra-Short Income ETF made up 0.45% of URS Advisory's portfolio in Q1 2026, its #26 holding.
URS Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 2 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on URS Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.