Capital Asset Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$57.9M Buy
1,144,116
+184,588
+19% +$9.35M 2.22% 13
2025
Q4
$48.6M Buy
959,528
+379,895
+66% +$19.2M 1.95% 19
2025
Q3
$29.4M Buy
579,633
+20,736
+4% +$1.05M 1.27% 25
2025
Q2
$28.2M Buy
558,897
+26,313
+5% +$1.33M 1.32% 24
2025
Q1
$26.9M Buy
532,584
+32,098
+6% +$1.62M 1.37% 21
2024
Q4
$25.2M Buy
500,486
+6,934
+1% +$350K 1.24% 23
2024
Q3
$24.9M Buy
493,552
+71,961
+17% +$3.64M 1.25% 21
2024
Q2
$21.2M Buy
421,591
+81,266
+24% +$4.09M 1.15% 25
2024
Q1
$17.1M Buy
340,325
+121,025
+55% +$6.09M 0.98% 25
2023
Q4
$11M Buy
219,300
+65,949
+43% +$3.31M 0.68% 32
2023
Q3
$7.68M Buy
153,351
+66,413
+76% +$3.33M 0.53% 33
2023
Q2
$4.35M Buy
86,938
+39,031
+81% +$1.96M 0.3% 42
2023
Q1
$2.41M Buy
+47,907
New +$2.41M 0.18% 66
2022
Q3
Sell
-54
Closed -$3K 526
2022
Q2
$3K Buy
+54
New +$2.71K ﹤0.01% 532
2021
Q1
Sell
-997
Closed -$51K 1087
2020
Q4
$51K Buy
+997
New +$50.6K 0.01% 612

Other funds holding JPST

Capital Asset Advisory Services's JPST Position: Q1 2026 in Review

Capital Asset Advisory Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 19% in Q1 2026, buying an estimated $9.35M and bringing the position to 1,144,116 shares worth $57.9M. The position accounts for 2.22% of the portfolio, ranked #13.

Capital Asset Advisory Services first reported a position in JPST in Q4 2020 and has held it in 15 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Capital Asset Advisory Services held 1,144,116 shares of JPMorgan Ultra-Short Income ETF worth $57.9M as of Q1 2026.
  • Capital Asset Advisory Services bought 184,588 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $9.35M.
  • JPMorgan Ultra-Short Income ETF made up 2.22% of Capital Asset Advisory Services's portfolio in Q1 2026, its #13 holding.
  • Capital Asset Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 15 quarters since.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.