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 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 $1.56T 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

Caerus Investment Advisors's JPST Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026: 15,564 shares worth $788K. The stake represents 0.33% of the portfolio and ranks #54 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in JPST as recently as Q2 2023.

Caerus Investment Advisors first reported a position in JPST in Q3 2022 and has held it in 5 quarters since. The position peaked at $4.63M in Q1 2023. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Caerus Investment Advisors held 15,564 shares of JPMorgan Ultra-Short Income ETF worth $788K as of Q1 2026.
JPMorgan Ultra-Short Income ETF was a new Caerus Investment Advisors position in Q1 2026.
JPMorgan Ultra-Short Income ETF made up 0.33% of Caerus Investment Advisors's portfolio in Q1 2026, its #54 holding.
Caerus Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 5 quarters since.
Caerus Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.63M in Q1 2023.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.