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

Capstone 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	$2.15M	Sell	42,640 -4,346	-9%	-$220K	1.61%	16
2026 Q1	$2.37M	Buy	46,986 +17,878	+61%	+$905K	2.01%	14
2025 Q4	$1.47M	Buy	+29,108	New	+$1.47M	1.29%	17

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

Capstone Wealth Management's JPST Position: Q2 2026 in Review

Capstone Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.2% in Q2 2026, selling an estimated $220K and leaving 42,640 shares worth $2.15M. The position accounts for 1.61% of the portfolio, ranked #16.

Capstone Wealth Management first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.37M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Capstone Wealth Management held 42,640 shares of JPMorgan Ultra-Short Income ETF worth $2.15M as of Q2 2026.
Capstone Wealth Management sold 4,346 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $220K.
JPMorgan Ultra-Short Income ETF made up 1.61% of Capstone Wealth Management's portfolio in Q2 2026, its #16 holding.
Capstone Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
Capstone Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $2.37M in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Capstone Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.