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YHB Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

YHB Investment 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
Q2 		$20.8M Sell
411,749
-32,346
-7% -$1.63M 1.33% 18
2026
Q1 		$22.5M Buy
444,095
+10,057
+2% +$509K 1.61% 12
2025
Q4 		$22M Buy
434,038
+143,087
+49% +$7.25M 1.52% 12
2025
Q3 		$14.8M Buy
290,951
+125,391
+76% +$6.35M 1.08% 25
2025
Q2 		$8.39M Buy
165,560
+27,621
+20% +$1.4M 0.65% 42
2025
Q1 		$6.98M Buy
137,939
+25,637
+23% +$1.29M 0.58% 47
2024
Q4 		$5.66M Buy
112,302
+4,539
+4% +$229K 0.46% 53
2024
Q3 		$5.47M Sell
107,763
-5,339
-5% -$270K 0.45% 53
2024
Q2 		$5.71M Buy
113,102
+17,769
+19% +$895K 0.49% 51
2024
Q1 		$4.81M Buy
95,333
+22,933
+32% +$1.15M 0.43% 64
2023
Q4 		$3.64M Sell
72,400
-6,049
-8% -$304K 0.35% 75
2023
Q3 		$3.94M Sell
78,449
-10,728
-12% -$538K 0.36% 75
2023
Q2 		$4.47M Buy
89,177
+1,031
+1% +$51.7K 0.42% 65
2023
Q1 		$4.44M Sell
88,146
-7,848
-8% -$394K 0.44% 63
2022
Q4 		$4.81M Sell
95,994
-41,413
-30% -$2.08M 0.51% 54
2022
Q3 		$6.89M Sell
137,407
-62,596
-31% -$3.14M 0.77% 33
2022
Q2 		$10M Buy
200,003
+27,282
+16% +$1.37M 1.06% 23
2022
Q1 		$8.68M Buy
172,721
+77,638
+82% +$3.91M 0.77% 36
2021
Q4 		$4.8M Buy
95,083
+14,428
+18% +$730K 0.38% 68
2021
Q3 		$4.09M Sell
80,655
-1,825
-2% -$92.6K 0.35% 76
2021
Q2 		$4.18M Sell
82,480
-8,215
-9% -$417K 0.36% 75
2021
Q1 		$4.6M Sell
90,695
-14,420
-14% -$732K 0.4% 68
2020
Q4 		$5.34M Buy
105,115
+4,410
+4% +$224K 0.51% 59
2020
Q3 		$5.12M Buy
+100,705
New +$5.12M 0.56% 49

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

YHB Investment Advisors's JPST Position: Q2 2026 in Review

YHB Investment Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.3% in Q2 2026, selling an estimated $1.63M and leaving 411,749 shares worth $20.8M. The position accounts for 1.33% of the portfolio, ranked #18.

YHB Investment Advisors first reported a position in JPST in Q3 2020 and has held it in 24 quarters since. The position peaked at $22.5M in Q1 2026. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • YHB Investment Advisors held 411,749 shares of JPMorgan Ultra-Short Income ETF worth $20.8M as of Q2 2026.
  • YHB Investment Advisors sold 32,346 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.63M.
  • JPMorgan Ultra-Short Income ETF made up 1.33% of YHB Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • YHB Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $22.5M in Q1 2026.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.