Beacon Capital Management Inc (Ohio)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q1	–	Sell	-330	Closed	-$16.7K	–	151
2025 Q4	$16.7K	Buy	+330	New	+$16.7K	﹤0.01%	87
2025 Q3	–	Sell	-1	Closed	-$11	–	155
2025 Q2	$11	Buy	+1	New	+$51	﹤0.01%	117
2023 Q1	–	Sell	-53	Closed	-$2.66K	–	111
2022 Q4	$2.66K	Buy	+53	New	+$2.66K	﹤0.01%	66

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s JPST Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 330 shares — an estimated $16.7K sold.

Beacon Capital Management Inc (Ohio) first reported a position in JPST in Q4 2022 and held it in 3 quarters. The position peaked at $16.7K in Q4 2025. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Beacon Capital Management Inc (Ohio) reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 330 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $16.7K.
Beacon Capital Management Inc (Ohio) first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 3 quarters.
Beacon Capital Management Inc (Ohio)'s JPMorgan Ultra-Short Income ETF position peaked at $16.7K in Q4 2025.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.