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Calton & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Calton & Associates’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 		– Sell
-5,866
Closed -$297K – 464
2025
Q4 		$297K Sell
5,866
-885
-13% -$44.8K 0.04% 331
2025
Q3 		$342K Buy
6,751
+2,146
+47% +$109K 0.05% 296
2025
Q2 		$233K Sell
4,605
-2,688
-37% -$136K 0.04% 336
2025
Q1 		$369K Buy
+7,293
New +$368K 0.08% 215
2024
Q4 		– Sell
-5,045
Closed -$256K – 236
2024
Q3 		$256K Buy
+5,045
New +$255K 0.1% 191
2023
Q4 		– Sell
-5,876
Closed -$295K – 262
2023
Q3 		$295K Buy
+5,876
New +$294K 0.43% 62
2023
Q1 		– Sell
-10,053
Closed -$504K – 265
2022
Q4 		$504K Sell
10,053
-1,965
-16% -$98.5K 0.2% 126
2022
Q3 		$602K Buy
12,018
+5,765
+92% +$289K 0.34% 72
2022
Q2 		$313K Sell
6,253
-9,484
-60% -$476K 0.17% 144
2022
Q1 		$791K Buy
15,737
+10,104
+179% +$509K 0.24% 114
2021
Q4 		$284K Sell
5,633
-163
-3% -$8.24K 0.08% 270
2021
Q3 		$293K Sell
5,796
-7,738
-57% -$392K 0.06% 289
2021
Q2 		$686K Buy
13,534
+2,077
+18% +$105K 0.13% 164
2021
Q1 		$582K Buy
11,457
+129
+1% +$6.55K 0.11% 171
2020
Q4 		$575K Buy
11,328
+1,992
+21% +$101K 0.1% 164
2020
Q3 		$474K Sell
9,336
-4,289
-31% -$218K 0.1% 161
2020
Q2 		$691K Buy
13,625
+5,543
+69% +$279K 0.15% 113
2020
Q1 		$401K Sell
8,082
-1,430
-15% -$71.9K 0.1% 163
2019
Q4 		$480K Sell
9,512
-3,480
-27% -$176K 0.1% 182
2019
Q3 		$655K Buy
12,992
+975
+8% +$49.2K 0.15% 125
2019
Q2 		$606K Sell
12,017
-453
-4% -$22.8K 0.17% 95
2019
Q1 		$627K Buy
+12,470
New +$627K 0.19% 103

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Calton & Associates's JPST Position: Q1 2026 in Review

Calton & Associates sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 5,866 shares — an estimated $297K sold.

Calton & Associates first reported a position in JPST in Q1 2019 and held it in 22 quarters. The position peaked at $791K in Q1 2022. 1,208 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Calton & Associates reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • Calton & Associates sold 5,866 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $297K.
  • Calton & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and held it in 22 quarters.
  • Calton & Associates's JPMorgan Ultra-Short Income ETF position peaked at $791K in Q1 2022.
  • 1,208 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.