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Capital Analysts LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Capital Analysts 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 		$1.02M Buy
20,133
+2,637
+15% +$133K 0.02% 358
2026
Q1 		$885K Buy
17,496
+2,299
+15% +$116K 0.02% 351
2025
Q4 		$769K Sell
15,197
-29
-0.2% -$1.47K 0.02% 354
2025
Q3 		$772K Buy
15,226
+7,769
+104% +$393K 0.02% 347
2025
Q2 		$378K Buy
7,457
+2,573
+53% +$130K 0.01% 426
2025
Q1 		$248K Buy
4,884
+2,829
+138% +$143K 0.01% 493
2024
Q4 		$103K Buy
2,055
+479
+30% +$24.2K ﹤0.01% 606
2024
Q3 		$80K Sell
1,576
-40,761
-96% -$2.06M ﹤0.01% 623
2024
Q2 		$2.14M Buy
42,337
+2,357
+6% +$119K 0.09% 166
2024
Q1 		$2.02M Buy
39,980
+967
+2% +$48.7K 0.09% 165
2023
Q4 		$1.96M Sell
39,013
-78,861
-67% -$3.96M 0.1% 165
2023
Q3 		$5.92M Sell
117,874
-500,716
-81% -$25.1M 0.33% 73
2023
Q2 		$31M Buy
618,590
+30,821
+5% +$1.55M 1.72% 13
2023
Q1 		$29.6M Buy
587,769
+45,616
+8% +$2.29M 1.69% 12
2022
Q4 		$27.2M Buy
542,153
+21,250
+4% +$1.07M 1.66% 12
2022
Q3 		$26.1M Buy
520,903
+476,520
+1,074% +$23.9M 1.8% 8
2022
Q2 		$2.22M Sell
44,383
-1,648
-4% -$82.7K 0.15% 133
2022
Q1 		$2.31M Sell
46,031
-6,253
-12% -$315K 0.15% 136
2021
Q4 		$2.64M Buy
52,284
+1,807
+4% +$91.4K 0.16% 126
2021
Q3 		$2.56M Sell
50,477
-3,535
-7% -$179K 0.17% 123
2021
Q2 		$2.74M Buy
54,012
+49,307
+1,048% +$2.5M 0.18% 112
2021
Q1 		$239K Buy
4,705
+2,965
+170% +$151K 0.02% 314
2020
Q4 		$88K Buy
+1,740
New +$88.4K 0.01% 331

Other funds holding JPST

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Capital Analysts LLC's JPST Position: Q2 2026 in Review

Capital Analysts LLC increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q2 2026, buying an estimated $133K and bringing the position to 20,133 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #358.

Capital Analysts LLC first reported a position in JPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $31M in Q2 2023. 834 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Capital Analysts LLC held 20,133 shares of JPMorgan Ultra-Short Income ETF worth $1.02M as of Q2 2026.
  • Capital Analysts LLC bought 2,637 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $133K.
  • JPMorgan Ultra-Short Income ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #358 holding.
  • Capital Analysts LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 23 quarters since.
  • Capital Analysts LLC's JPMorgan Ultra-Short Income ETF position peaked at $31M in Q2 2023.
  • 834 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.