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

Capital Advisors 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
2026 Q2	$21.6M	Sell	427,771 -18,841	-4%	-$952K	2.54%	9
2026 Q1	$22.6M	Buy	446,612 +988	+0.2%	+$50K	3.03%	8
2025 Q4	$22.5M	Buy	445,624 +25,429	+6%	+$1.29M	3.07%	9
2025 Q3	$21.3M	Sell	420,195 -158	-0%	-$8K	3.04%	9
2025 Q2	$21.3M	Buy	420,353 +83,195	+25%	+$4.2M	3.35%	9
2025 Q1	$17.1M	Buy	337,158 +27,301	+9%	+$1.38M	3.02%	10
2024 Q4	$15.6M	Buy	309,857 +45,412	+17%	+$2.29M	2.78%	12
2024 Q3	$13.4M	Sell	264,445 -60,671	-19%	-$3.07M	2.47%	12
2024 Q2	$16.4M	Buy	325,116 +45,481	+16%	+$2.29M	3.24%	10
2024 Q1	$14.1M	Buy	279,635 +19,710	+8%	+$992K	2.93%	12
2023 Q4	$13.1M	Buy	259,925 +21,908	+9%	+$1.1M	2.98%	10
2023 Q3	$11.9M	Sell	238,017 -19,487	-8%	-$976K	3.12%	9
2023 Q2	$12.9M	Buy	257,504 +1,310	+0.5%	+$65.7K	3.3%	10
2023 Q1	$12.9M	Buy	256,194 +110,872	+76%	+$5.57M	3.57%	9
2022 Q4	$7.28M	Sell	145,322 -111,686	-43%	-$5.6M	2.21%	14
2022 Q3	$12.9M	Buy	257,008 +76,604	+42%	+$3.84M	4.28%	6
2022 Q2	$9.04M	Buy	180,404 +89,121	+98%	+$4.47M	2.93%	12
2022 Q1	$4.59M	Buy	+91,283	New	+$4.6M	1.4%	23

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

Capital Advisors Wealth Management's JPST Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.2% in Q2 2026, selling an estimated $952K and leaving 427,771 shares worth $21.6M. The position accounts for 2.54% of the portfolio, ranked #9.

Capital Advisors Wealth Management first reported a position in JPST in Q1 2022 and has held it in 18 quarters since. The position peaked at $22.6M in Q1 2026. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Capital Advisors Wealth Management held 427,771 shares of JPMorgan Ultra-Short Income ETF worth $21.6M as of Q2 2026.
Capital Advisors Wealth Management sold 18,841 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $952K.
JPMorgan Ultra-Short Income ETF made up 2.54% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #9 holding.
Capital Advisors Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 18 quarters since.
Capital Advisors Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $22.6M in Q1 2026.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.