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Caliber Wealth Management (Kansas)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Caliber Wealth Management (Kansas)’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 		$770K Sell
15,229
-357
-2% -$18K 0.07% 153
2026
Q1 		$789K Buy
15,586
+129
+0.8% +$6.53K 0.09% 145
2025
Q4 		$782K Buy
15,457
+861
+6% +$43.6K 0.08% 144
2025
Q3 		$740K Sell
14,596
-435
-3% -$22K 0.08% 146
2025
Q2 		$762K Sell
15,031
-1,361
-8% -$68.7K 0.08% 149
2025
Q1 		$830K Buy
+16,392
New +$828K 0.11% 136

Other funds holding JPST

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CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s JPST Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.3% in Q2 2026, selling an estimated $18K and leaving 15,229 shares worth $770K. The position accounts for 0.07% of the portfolio, ranked #153.

Caliber Wealth Management (Kansas) first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $830K in Q1 2025. 549 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 15,229 shares of JPMorgan Ultra-Short Income ETF worth $770K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 357 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $18K.
  • JPMorgan Ultra-Short Income ETF made up 0.07% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #153 holding.
  • Caliber Wealth Management (Kansas) first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s JPMorgan Ultra-Short Income ETF position peaked at $830K in Q1 2025.
  • 549 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.