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 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

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

Castleview Partners's JPST Position: Q2 2026 in Review

Castleview Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.9% in Q2 2026, selling an estimated $116K and leaving 44,186 shares worth $2.23M. The position accounts for 0.98% of the portfolio, ranked #20.

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. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Castleview Partners held 44,186 shares of JPMorgan Ultra-Short Income ETF worth $2.23M as of Q2 2026.
Castleview Partners sold 2,300 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $116K.
JPMorgan Ultra-Short Income ETF made up 0.98% of Castleview Partners's portfolio in Q2 2026, its #20 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.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.