CAP Partners LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

CAP Partners LLC’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	$1.55M	Buy	30,738 +4,941	+19%	+$250K	0.76%	35
2026 Q1	$1.31M	Buy	25,797 +2,476	+11%	+$125K	0.74%	35
2025 Q4	$1.18M	Buy	23,321 +1,587	+7%	+$80.4K	0.67%	38
2025 Q3	$1.1M	Buy	21,734 +3,721	+21%	+$188K	0.63%	42
2025 Q2	$913K	Sell	18,013 -866	-5%	-$43.7K	0.57%	46
2025 Q1	$956K	Sell	18,879 -1,090	-5%	-$55.1K	0.69%	36
2024 Q4	$1.01M	Buy	19,969 +5,472	+38%	+$276K	0.71%	33
2024 Q3	$736K	Buy	14,497 +1,599	+12%	+$80.8K	0.55%	47
2024 Q2	$651K	Buy	12,898 +2,072	+19%	+$104K	0.53%	51
2024 Q1	$546K	Buy	10,826 +1,543	+17%	+$77.7K	0.48%	57
2023 Q4	$466K	Buy	+9,283	New	+$466K	0.46%	54

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

CAP Partners LLC's JPST Position: Q2 2026 in Review

CAP Partners LLC increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 19% in Q2 2026, buying an estimated $250K and bringing the position to 30,738 shares worth $1.55M. The position accounts for 0.76% of the portfolio, ranked #35.

CAP Partners LLC first reported a position in JPST in Q4 2023 and has held it in 11 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

CAP Partners LLC held 30,738 shares of JPMorgan Ultra-Short Income ETF worth $1.55M as of Q2 2026.
CAP Partners LLC bought 4,941 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $250K.
JPMorgan Ultra-Short Income ETF made up 0.76% of CAP Partners LLC's portfolio in Q2 2026, its #35 holding.
CAP Partners LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 11 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.