Cahill Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cahill Financial 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	$1.4M	Sell	27,603 -13,620	-33%	-$688K	0.13%	112
2026 Q1	$2.09M	Buy	41,223 +14,083	+52%	+$713K	0.23%	75
2025 Q4	$1.37M	Buy	27,140 +8,857	+48%	+$449K	0.15%	100
2025 Q3	$927K	Buy	18,283 +5,321	+41%	+$269K	0.11%	133
2025 Q2	$657K	Buy	12,962 +4,516	+53%	+$228K	0.08%	145
2025 Q1	$428K	Buy	8,446 +3,284	+64%	+$166K	0.06%	181
2024 Q4	$260K	Buy	+5,162	New	+$261K	0.04%	231
2021 Q4	–	Sell	-978	Closed	-$50K	–	503
2021 Q3	$50K	Buy	+978	New	+$49.6K	0.01%	338

Other funds holding JPST

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

HWM

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Cahill Financial Advisors's JPST Position: Q2 2026 in Review

Cahill Financial Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 33% in Q2 2026, selling an estimated $688K and leaving 27,603 shares worth $1.4M. The position accounts for 0.13% of the portfolio, ranked #112.

Cahill Financial Advisors first reported a position in JPST in Q3 2021 and has held it in 8 quarters since. The position peaked at $2.09M in Q1 2026. 950 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Cahill Financial Advisors held 27,603 shares of JPMorgan Ultra-Short Income ETF worth $1.4M as of Q2 2026.
Cahill Financial Advisors sold 13,620 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $688K.
JPMorgan Ultra-Short Income ETF made up 0.13% of Cahill Financial Advisors's portfolio in Q2 2026, its #112 holding.
Cahill Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 8 quarters since.
Cahill Financial Advisors's JPMorgan Ultra-Short Income ETF position peaked at $2.09M in Q1 2026.
950 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.