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

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