9823 Capital’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

9823 Capital’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	$2.2M	Sell	43,574 -6,388	-13%	-$323K	1.49%	8
2026 Q1	$2.53M	Buy	49,962 +8,287	+20%	+$420K	1.91%	6
2025 Q4	$2.11M	Buy	+41,675	New	+$2.11M	1.45%	6

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

9823 Capital's JPST Position: Q2 2026 in Review

9823 Capital reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q2 2026, selling an estimated $323K and leaving 43,574 shares worth $2.2M. The position accounts for 1.49% of the portfolio, ranked #8.

9823 Capital first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.53M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

9823 Capital held 43,574 shares of JPMorgan Ultra-Short Income ETF worth $2.2M as of Q2 2026.
9823 Capital sold 6,388 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $323K.
JPMorgan Ultra-Short Income ETF made up 1.49% of 9823 Capital's portfolio in Q2 2026, its #8 holding.
9823 Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
9823 Capital's JPMorgan Ultra-Short Income ETF position peaked at $2.53M in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on 9823 Capital's 13F filing for Q2 2026, filed 14 Aug 2026.