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

Birch Capital Management’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	$1.18M	Buy	23,249 +2,264	+11%	+$114K	0.57%	39
2026 Q1	$1.06M	Buy	20,985 +598	+3%	+$30.3K	0.56%	38
2025 Q4	$1.03M	Sell	20,387 -26	-0.1%	-$1.32K	0.51%	41
2025 Q3	$1.04M	Buy	20,413 +639	+3%	+$32.4K	0.53%	40
2025 Q2	$1M	Sell	19,774 -593	-3%	-$30K	0.51%	41
2025 Q1	$1.03M	Sell	20,367 -403	-2%	-$20.4K	0.54%	39
2024 Q4	$1.05M	Sell	20,770 -16,756	-45%	-$846K	0.53%	38
2024 Q3	$1.9M	Sell	37,526 -3,341	-8%	-$169K	0.93%	34
2024 Q2	$2.06M	Sell	40,867 -7,567	-16%	-$381K	1.07%	31
2024 Q1	$2.44M	Buy	48,434 +35,988	+289%	+$1.81M	1.27%	27
2023 Q4	$625K	Sell	12,446 -8,644	-41%	-$434K	0.36%	48
2023 Q3	$1.06M	Buy	21,090 +5,535	+36%	+$277K	0.67%	37
2023 Q2	$780K	Buy	15,555 +3,838	+33%	+$193K	0.47%	43
2023 Q1	$590K	Buy	11,717 +11,252	+2,420%	+$565K	0.38%	42
2022 Q4	$23.3K	Buy	+465	New	+$23.3K	0.02%	84

Other funds holding JPST

HWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

Birch Capital Management's JPST Position: Q2 2026 in Review

Birch Capital Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q2 2026, buying an estimated $114K and bringing the position to 23,249 shares worth $1.18M. The position accounts for 0.57% of the portfolio, ranked #39.

Birch Capital Management first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.44M in Q1 2024. 570 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Birch Capital Management held 23,249 shares of JPMorgan Ultra-Short Income ETF worth $1.18M as of Q2 2026.
Birch Capital Management bought 2,264 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $114K.
JPMorgan Ultra-Short Income ETF made up 0.57% of Birch Capital Management's portfolio in Q2 2026, its #39 holding.
Birch Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
Birch Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $2.44M in Q1 2024.
570 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.