Caerus Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Caerus Investment 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	$873K	Buy	17,269 +1,705	+11%	+$86.1K	0.29%	63
2026 Q1	$788K	Buy	+15,564	New	+$788K	0.33%	54
2023 Q3	–	Sell	-61,568	Closed	-$3.09M	–	36
2023 Q2	$3.09M	Sell	61,568 -30,361	-33%	-$1.52M	3.49%	10
2023 Q1	$4.63M	Buy	91,929 +31,396	+52%	+$1.58M	5.33%	7
2022 Q4	$3.03M	Buy	60,533 +33,770	+126%	+$1.69M	4.59%	8
2022 Q3	$1.34M	Buy	+26,763	New	+$1.34M	1.69%	14

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caerus Investment Advisors's JPST Position: Q2 2026 in Review

Caerus Investment Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q2 2026, buying an estimated $86.1K and bringing the position to 17,269 shares worth $873K. The position accounts for 0.29% of the portfolio, ranked #63.

Caerus Investment Advisors first reported a position in JPST in Q3 2022 and has held it in 6 quarters since. The position peaked at $4.63M in Q1 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Caerus Investment Advisors held 17,269 shares of JPMorgan Ultra-Short Income ETF worth $873K as of Q2 2026.
Caerus Investment Advisors bought 1,705 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $86.1K.
JPMorgan Ultra-Short Income ETF made up 0.29% of Caerus Investment Advisors's portfolio in Q2 2026, its #63 holding.
Caerus Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 6 quarters since.
Caerus Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.63M in Q1 2023.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.