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

Cannon Wealth Management Services’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	$678K	Sell	13,394 -2,208	-14%	-$112K	0.46%	40
2025 Q4	$789K	Buy	15,602 +2,352	+18%	+$119K	0.56%	36
2025 Q3	$672K	Buy	13,250 +3,622	+38%	+$183K	0.51%	35
2025 Q2	$488K	Sell	9,628 -67	-0.7%	-$3.38K	0.4%	41
2025 Q1	$489K	Buy	9,695 +145	+2%	+$7.32K	0.44%	39
2024 Q4	$482K	Sell	9,550 -5,155	-35%	-$260K	0.42%	42
2024 Q3	$746K	Buy	+14,705	New	+$743K	0.68%	29

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cannon Wealth Management Services's JPST Position: Q1 2026 in Review

Cannon Wealth Management Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q1 2026, selling an estimated $112K and leaving 13,394 shares worth $678K. The position accounts for 0.46% of the portfolio, ranked #40.

Cannon Wealth Management Services first reported a position in JPST in Q3 2024 and has held it in 7 quarters since. The position peaked at $789K in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Cannon Wealth Management Services held 13,394 shares of JPMorgan Ultra-Short Income ETF worth $678K as of Q1 2026.
Cannon Wealth Management Services sold 2,208 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $112K.
JPMorgan Ultra-Short Income ETF made up 0.46% of Cannon Wealth Management Services's portfolio in Q1 2026, its #40 holding.
Cannon Wealth Management Services first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 7 quarters since.
Cannon Wealth Management Services's JPMorgan Ultra-Short Income ETF position peaked at $789K in Q4 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.