Capital A Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Capital A Wealth Management’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
2025 Q2	$41.6K	Buy	+828	New	+$41.8K	0.47%	61

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

Capital A Wealth Management's JPST Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2025: 828 shares worth $41.6K. The stake represents 0.47% of the portfolio and ranks #61 among its holdings.

1,114 funds tracked by Wall St. Rank hold JPST as of Q2 2025.

Capital A Wealth Management held 828 shares of JPMorgan Ultra-Short Income ETF worth $41.6K as of Q2 2025.
JPMorgan Ultra-Short Income ETF was a new Capital A Wealth Management position in Q2 2025.
JPMorgan Ultra-Short Income ETF made up 0.47% of Capital A Wealth Management's portfolio in Q2 2025, its #61 holding.
1,114 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.