Cahaba Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cahaba Wealth 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	$22.6M	Buy	446,878 +43,764	+11%	+$2.21M	1.36%	14
2026 Q1	$20.4M	Buy	403,114 +30,833	+8%	+$1.56M	1.39%	15
2025 Q4	$18.8M	Buy	372,281 +22,448	+6%	+$1.14M	1.31%	15
2025 Q3	$17.7M	Buy	349,833 +15,707	+5%	+$795K	1.29%	15
2025 Q2	$16.9M	Sell	334,126 -2,064	-0.6%	-$104K	1.32%	15
2025 Q1	$17M	Buy	336,190 +15,299	+5%	+$773K	1.41%	13
2024 Q4	$16.2M	Buy	320,891 +18,324	+6%	+$925K	1.34%	14
2024 Q3	$15.4M	Buy	302,567 +12,703	+4%	+$642K	1.27%	15
2024 Q2	$14.6M	Buy	289,864 +21,580	+8%	+$1.09M	1.29%	15
2024 Q1	$13.5M	Buy	268,284 +18,580	+7%	+$935K	1.23%	15
2023 Q4	$12.5M	Buy	249,704 +13,408	+6%	+$673K	1.24%	15
2023 Q3	$11.9M	Buy	236,296 +23,303	+11%	+$1.17M	1.31%	14
2023 Q2	$10.7M	Buy	212,993 +16,984	+9%	+$852K	1.15%	14
2023 Q1	$9.86M	Buy	196,009 +35,593	+22%	+$1.79M	1.13%	14
2022 Q4	$8.04M	Buy	160,416 +32,101	+25%	+$1.61M	1%	15
2022 Q3	$6.44M	Buy	+128,315	New	+$6.43M	0.89%	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

Cahaba Wealth Management's JPST Position: Q2 2026 in Review

Cahaba Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q2 2026, buying an estimated $2.21M and bringing the position to 446,878 shares worth $22.6M. The position accounts for 1.36% of the portfolio, ranked #14.

Cahaba Wealth Management first reported a position in JPST in Q3 2022 and has held it in 16 quarters since. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Cahaba Wealth Management held 446,878 shares of JPMorgan Ultra-Short Income ETF worth $22.6M as of Q2 2026.
Cahaba Wealth Management bought 43,764 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.21M.
JPMorgan Ultra-Short Income ETF made up 1.36% of Cahaba Wealth Management's portfolio in Q2 2026, its #14 holding.
Cahaba Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 16 quarters since.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.