Caldwell Sutter Capital’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Caldwell Sutter Capital’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	$414K	Buy	8,193 +73	+0.9%	+$3.69K	0.16%	146
2026 Q1	$411K	Sell	8,120 -957	-11%	-$48.5K	0.17%	139
2025 Q4	$459K	Buy	9,077 +292	+3%	+$14.8K	0.19%	123
2025 Q3	$446K	Buy	8,785 +2,096	+31%	+$106K	0.19%	129
2025 Q2	$339K	Buy	6,689 +142	+2%	+$7.17K	0.16%	143
2025 Q1	$331K	Buy	6,547 +44	+0.7%	+$2.22K	0.16%	143
2024 Q4	$328K	Buy	6,503 +2,001	+44%	+$101K	0.15%	145
2024 Q3	$228K	Buy	4,502 +2,964	+193%	+$150K	0.11%	187
2024 Q2	$77.6K	Buy	1,538 +618	+67%	+$31.1K	0.04%	296
2024 Q1	$46.4K	Buy	920 +800	+667%	+$40.3K	0.02%	361
2023 Q4	$6.03K	Buy	+120	New	+$6.02K	﹤0.01%	602

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

Caldwell Sutter Capital's JPST Position: Q2 2026 in Review

Caldwell Sutter Capital increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.9% in Q2 2026, buying an estimated $3.69K and bringing the position to 8,193 shares worth $414K. The position accounts for 0.16% of the portfolio, ranked #146.

Caldwell Sutter Capital first reported a position in JPST in Q4 2023 and has held it in 11 quarters since. The position peaked at $459K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Caldwell Sutter Capital held 8,193 shares of JPMorgan Ultra-Short Income ETF worth $414K as of Q2 2026.
Caldwell Sutter Capital bought 73 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.69K.
JPMorgan Ultra-Short Income ETF made up 0.16% of Caldwell Sutter Capital's portfolio in Q2 2026, its #146 holding.
Caldwell Sutter Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 11 quarters since.
Caldwell Sutter Capital's JPMorgan Ultra-Short Income ETF position peaked at $459K in Q4 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.