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

Capital Planning Advisors’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
Q1 		$624K Sell
12,334
-1,636
-12% -$82.8K 0.09% 99
2025
Q4 		$707K Buy
13,970
+1,976
+16% +$100K 0.09% 101
2025
Q3 		$608K Hold
11,994
– – 0.08% 101
2025
Q2 		$608K Hold
11,994
– – 0.09% 89
2025
Q1 		$607K Hold
11,994
– – 0.09% 91
2024
Q4 		$604K Buy
11,994
+3,959
+49% +$200K 0.09% 94
2024
Q3 		$408K Hold
8,035
– – 0.06% 107
2024
Q2 		$406K Hold
8,035
– – 0.07% 104
2024
Q1 		$405K Hold
8,035
– – 0.07% 108
2023
Q4 		$404K Hold
8,035
– – 0.08% 106
2023
Q3 		$403K Hold
8,035
– – 0.08% 96
2023
Q2 		$403K Hold
8,035
– – 0.08% 102
2023
Q1 		$404K Sell
8,035
-1,320
-14% -$66.3K 0.09% 97
2022
Q4 		$469K Sell
9,355
-1,976
-17% -$99K 0.11% 91
2022
Q3 		$568K Sell
11,331
-1,279
-10% -$64.1K 0.15% 77
2022
Q2 		$632K Buy
12,610
+1,279
+11% +$64.2K 0.17% 76
2022
Q1 		$570K Sell
11,331
-1,577
-12% -$79.4K 0.12% 100
2021
Q4 		$652K Sell
12,908
-6,505
-34% -$329K 0.12% 96
2021
Q3 		$985K Buy
19,413
+5,261
+37% +$267K 0.2% 87
2021
Q2 		$718K Sell
14,152
-3,050
-18% -$155K 0.15% 92
2021
Q1 		$873K Sell
17,202
-1,250
-7% -$63.5K 0.2% 85
2020
Q4 		$937K Sell
18,452
-6,122
-25% -$311K 0.23% 76
2020
Q3 		$1.25M Sell
24,574
-4,895
-17% -$249K 0.34% 65
2020
Q2 		$1.5M Sell
29,469
-506
-2% -$25.5K 0.45% 58
2020
Q1 		$1.49M Sell
29,975
-286,091
-91% -$14.4M 0.56% 56
2019
Q4 		$15.9M Buy
316,066
+5,430
+2% +$274K 4.17% 3
2019
Q3 		$15.7M Buy
310,636
+20,514
+7% +$1.04M 4.56% 3
2019
Q2 		$14.6M Buy
290,122
+11,309
+4% +$570K 4.29% 4
2019
Q1 		$14M Buy
278,813
+9,851
+4% +$495K 4.28% 4
2018
Q4 		$13.5M Buy
+268,962
New +$13.5M 4.91% 4

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Planning Advisors's JPST Position: Q1 2026 in Review

Capital Planning Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 12% in Q1 2026, selling an estimated $82.8K and leaving 12,334 shares worth $624K. The position accounts for 0.09% of the portfolio, ranked #99.

Capital Planning Advisors first reported a position in JPST in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.9M in Q4 2019. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Capital Planning Advisors held 12,334 shares of JPMorgan Ultra-Short Income ETF worth $624K as of Q1 2026.
  • Capital Planning Advisors sold 1,636 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $82.8K.
  • JPMorgan Ultra-Short Income ETF made up 0.09% of Capital Planning Advisors's portfolio in Q1 2026, its #99 holding.
  • Capital Planning Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 30 quarters since.
  • Capital Planning Advisors's JPMorgan Ultra-Short Income ETF position peaked at $15.9M in Q4 2019.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.