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

Aptus Capital 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 		$28M Sell
553,871
-3,384
-0.6% -$171K 0.19% 102
2026
Q1 		$28.2M Buy
557,255
+422,667
+314% +$21.4M 0.22% 90
2025
Q4 		$6.81M Buy
134,588
+14,183
+12% +$719K 0.05% 277
2025
Q3 		$6.11M Buy
120,405
+119,102
+9,141% +$6.03M 0.04% 289
2025
Q2 		$66K Buy
1,303
+7
+0.5% +$354 ﹤0.01% 1144
2025
Q1 		$65.6K Sell
1,296
-629,468
-100% -$31.8M ﹤0.01% 1073
2024
Q4 		$31.8M Buy
630,764
+499,070
+379% +$25.2M 0.33% 67
2024
Q3 		$6.68M Buy
131,694
+54,092
+70% +$2.73M 0.1% 179
2024
Q2 		$3.92M Sell
77,602
-8,110
-9% -$408K 0.07% 211
2024
Q1 		$4.32M Sell
85,712
-3,960
-4% -$199K 0.08% 194
2023
Q4 		$4.5M Sell
89,672
-8,941
-9% -$449K 0.12% 150
2023
Q3 		$4.95M Sell
98,613
-169,647
-63% -$8.5M 0.13% 132
2023
Q2 		$13.5M Buy
268,260
+166,202
+163% +$8.34M 0.32% 69
2023
Q1 		$5.14M Buy
102,058
+70,725
+226% +$3.55M 0.14% 120
2022
Q4 		$1.57M Buy
31,333
+3,084
+11% +$155K 0.05% 232
2022
Q3 		$1.42M Buy
28,249
+1,632
+6% +$81.8K 0.03% 235
2022
Q2 		$1.33M Buy
26,617
+2,998
+13% +$150K 0.03% 220
2022
Q1 		$1.19M Sell
23,619
-9,930
-30% -$500K 0.03% 242
2021
Q4 		$1.69M Sell
33,549
-34,605
-51% -$1.75M 0.05% 221
2021
Q3 		$3.46M Sell
68,154
-13,887
-17% -$704K 0.09% 120
2021
Q2 		$4.16M Sell
82,041
-11,272
-12% -$572K 0.12% 88
2021
Q1 		$4.74M Sell
93,313
-51,253
-35% -$2.6M 0.17% 69
2020
Q4 		$7.35M Buy
144,566
+23,670
+20% +$1.2M 0.34% 56
2020
Q3 		$6.14M Buy
120,896
+14,620
+14% +$743K 0.33% 57
2020
Q2 		$5.39M Sell
106,276
-59,041
-36% -$2.97M 0.34% 53
2020
Q1 		$8.21M Buy
165,317
+62,939
+61% +$3.16M 0.71% 22
2019
Q4 		$5.16M Buy
102,378
+74,469
+267% +$3.76M 0.37% 45
2019
Q3 		$1.41M Buy
27,909
+8,137
+41% +$411K 0.08% 149
2019
Q2 		$996K Buy
19,772
+2,052
+12% +$103K 0.14% 125
2019
Q1 		$891K Buy
+17,720
New +$891K 0.15% 116

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

Aptus Capital Advisors's JPST Position: Q2 2026 in Review

Aptus Capital Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.61% in Q2 2026, selling an estimated $171K and leaving 553,871 shares worth $28M. The position accounts for 0.19% of the portfolio, ranked #102.

Aptus Capital Advisors first reported a position in JPST in Q1 2019 and has held it in 30 quarters since. The position peaked at $31.8M in Q4 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Aptus Capital Advisors held 553,871 shares of JPMorgan Ultra-Short Income ETF worth $28M as of Q2 2026.
  • Aptus Capital Advisors sold 3,384 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $171K.
  • JPMorgan Ultra-Short Income ETF made up 0.19% of Aptus Capital Advisors's portfolio in Q2 2026, its #102 holding.
  • Aptus Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 30 quarters since.
  • Aptus Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $31.8M in Q4 2024.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.