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

Castleview 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
Q3 		$1.89M Sell
37,451
-6,735
-15% -$340K 0.83% 26
2026
Q2 		$2.23M Sell
44,186
-2,300
-5% -$116K 0.98% 20
2026
Q1 		$2.35M Sell
46,486
-35,799
-44% -$1.81M 1.21% 17
2025
Q4 		$4.16M Buy
82,285
+12,764
+18% +$647K 2.06% 10
2025
Q3 		$3.53M Buy
69,521
+17,163
+33% +$869K 1.92% 10
2025
Q2 		$2.65M Buy
52,358
+9,388
+22% +$474K 1.71% 11
2025
Q1 		$2.18M Sell
42,970
-5,492
-11% -$277K 1.47% 10
2024
Q4 		$2.44M Sell
48,462
-256
-0.5% -$12.9K 1.31% 11
2024
Q3 		$2.47M Sell
48,718
-1,191
-2% -$60.2K 1.43% 12
2024
Q2 		$2.52M Buy
49,909
+816
+2% +$41.1K 1.43% 9
2024
Q1 		$2.48M Sell
49,093
-1,458
-3% -$73.4K 1.38% 9
2023
Q4 		$2.54M Sell
50,551
-2,060
-4% -$103K 1.78% 7
2023
Q3 		$2.64M Sell
52,611
-10,205
-16% -$511K 2.44% 4
2023
Q2 		$3.15M Sell
62,816
-7,670
-11% -$385K 2.84% 4
2023
Q1 		$3.55M Sell
70,486
-830
-1% -$41.7K 3.14% 4
2022
Q4 		$3.58M Buy
71,316
+4,537
+7% +$227K 3.48% 4
2022
Q3 		$3.35M Buy
66,779
+58,117
+671% +$2.91M 3.2% 5
2022
Q2 		$396K Sell
8,662
-83,403
-91% -$4.18M 0.32% 73
2022
Q1 		$4.63M Buy
+92,065
New +$4.64M 2.88% 6
2021
Q2 		$5.1M Buy
+100,549
New +$5.1M 2.24% 6

Other funds holding JPST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Castleview Partners's JPST Position: Q3 2026 in Review

Castleview Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q3 2026, selling an estimated $340K and leaving 37,451 shares worth $1.89M. The position accounts for 0.83% of the portfolio, ranked #26.

Castleview Partners first reported a position in JPST in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.1M in Q2 2021. 308 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Castleview Partners held 37,451 shares of JPMorgan Ultra-Short Income ETF worth $1.89M as of Q3 2026.
  • Castleview Partners sold 6,735 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $340K.
  • JPMorgan Ultra-Short Income ETF made up 0.83% of Castleview Partners's portfolio in Q3 2026, its #26 holding.
  • Castleview Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and has held it in 20 quarters since.
  • Castleview Partners's JPMorgan Ultra-Short Income ETF position peaked at $5.1M in Q2 2021.
  • 308 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.