CP
JPST icon

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
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 Sell
92,065
-4,784,648
-98% -$241M 2.88% 6
2021
Q4 		$96.6K Buy
+4,876,713
New +$247M 0.77% 16
2021
Q2 		$5.1M Buy
+100,549
New +$5.1M 2.24% 6

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

Castleview Partners's JPST Position: Q1 2026 in Review

Castleview Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 44% in Q1 2026, selling an estimated $1.81M and leaving 46,486 shares worth $2.35M. The position accounts for 1.21% of the portfolio, ranked #17.

Castleview Partners first reported a position in JPST in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.1M in Q2 2021. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Castleview Partners held 46,486 shares of JPMorgan Ultra-Short Income ETF worth $2.35M as of Q1 2026.
  • Castleview Partners sold 35,799 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.81M.
  • JPMorgan Ultra-Short Income ETF made up 1.21% of Castleview Partners's portfolio in Q1 2026, its #17 holding.
  • Castleview Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and has held it in 19 quarters since.
  • Castleview Partners's JPMorgan Ultra-Short Income ETF position peaked at $5.1M in Q2 2021.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.