Apella Capital
JPST icon

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

Apella 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
Q3 		$8.19M Sell
162,894
-18,922
-10% -$954K 0.1% 140
2026
Q2 		$9.17M Buy
181,816
+3,496
+2% +$177K 0.13% 122
2026
Q1 		$9.02M Buy
178,320
+123,776
+227% +$6.27M 0.13% 124
2025
Q4 		$2.76M Sell
54,544
-3,765
-6% -$191K 0.05% 175
2025
Q3 		$2.96M Sell
58,309
-147,621
-72% -$7.47M 0.07% 156
2025
Q2 		$10.4M Buy
205,930
+186,409
+955% +$9.42M 0.28% 70
2025
Q1 		$983K Buy
19,521
+285
+1% +$14.4K 0.03% 188
2024
Q4 		$969K Buy
19,236
+520
+3% +$26.3K 0.04% 165
2024
Q3 		$946K Buy
18,716
+492
+3% +$24.9K 0.04% 152
2024
Q2 		$918K Buy
18,224
+147
+0.8% +$7.4K 0.04% 154
2024
Q1 		$909K Sell
18,077
-8,334
-32% -$420K 0.05% 144
2023
Q4 		$1.33M Sell
26,411
-15,032
-36% -$754K 0.07% 116
2023
Q3 		$2.08M Buy
41,443
+6,655
+19% +$333K 0.15% 83
2023
Q2 		$1.74M Buy
+34,788
New +$1.75M 0.12% 89
2022
Q4 		$1.75M Buy
+34,995
New +$1.75M 0.16% 78

Other funds holding JPST

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Apella Capital's JPST Position: Q3 2026 in Review

Apella Capital reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 10% in Q3 2026, selling an estimated $954K and leaving 162,894 shares worth $8.19M. The position accounts for 0.1% of the portfolio, ranked #140.

Apella Capital first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.4M in Q2 2025. 786 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Apella Capital held 162,894 shares of JPMorgan Ultra-Short Income ETF worth $8.19M as of Q3 2026.
  • Apella Capital sold 18,922 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $954K.
  • JPMorgan Ultra-Short Income ETF made up 0.1% of Apella Capital's portfolio in Q3 2026, its #140 holding.
  • Apella Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Apella Capital's JPMorgan Ultra-Short Income ETF position peaked at $10.4M in Q2 2025.
  • 786 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.