Cary Street Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cary Street Partners’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	$1.3M	Buy	25,763 +805	+3%	+$40.7K	0.03%	445
2026 Q1	$1.26M	Buy	24,958 +5,548	+29%	+$281K	0.03%	403
2025 Q4	$982K	Sell	19,410 -4,511	-19%	-$229K	0.02%	441
2025 Q3	$1.21M	Sell	23,921 -18,802	-44%	-$952K	0.03%	394
2025 Q2	$2.17M	Buy	42,723 +11,657	+38%	+$589K	0.06%	298
2025 Q1	$1.57M	Buy	31,066 +10,842	+54%	+$548K	0.05%	320
2024 Q4	$1.02M	Buy	+20,224	New	+$1.02M	0.03%	377

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

Cary Street Partners's JPST Position: Q2 2026 in Review

Cary Street Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.2% in Q2 2026, buying an estimated $40.7K and bringing the position to 25,763 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #445.

Cary Street Partners first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q2 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Cary Street Partners held 25,763 shares of JPMorgan Ultra-Short Income ETF worth $1.3M as of Q2 2026.
Cary Street Partners bought 805 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $40.7K.
JPMorgan Ultra-Short Income ETF made up 0.03% of Cary Street Partners's portfolio in Q2 2026, its #445 holding.
Cary Street Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's JPMorgan Ultra-Short Income ETF position peaked at $2.17M in Q2 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.