AC
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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Apella Capital's JPST Position: Q2 2026 in Review

Apella Capital increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2% in Q2 2026, buying an estimated $177K and bringing the position to 181,816 shares worth $9.17M. The position accounts for 0.13% of the portfolio, ranked #122.

Apella Capital first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.4M in Q2 2025. 317 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Apella Capital held 181,816 shares of JPMorgan Ultra-Short Income ETF worth $9.17M as of Q2 2026.
  • Apella Capital bought 3,496 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $177K.
  • JPMorgan Ultra-Short Income ETF made up 0.13% of Apella Capital's portfolio in Q2 2026, its #122 holding.
  • Apella Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
  • Apella Capital's JPMorgan Ultra-Short Income ETF position peaked at $10.4M in Q2 2025.
  • 317 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.