Catalyst Private Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Catalyst Private Wealth’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	$712K	Hold	14,087	–	–	0.34%	46
2026 Q1	$713K	Hold	14,087	–	–	0.39%	40
2025 Q4	$713K	Hold	14,087	–	–	0.31%	41
2025 Q3	$715K	Hold	14,087	–	–	0.31%	39
2025 Q2	$714K	Hold	14,087	–	–	0.32%	39
2025 Q1	$713K	Hold	14,087	–	–	0.35%	37
2024 Q4	$710K	Hold	14,087	–	–	0.32%	41
2024 Q3	$715K	Hold	14,087	–	–	0.35%	40
2024 Q2	$711K	Hold	14,087	–	–	0.38%	42
2024 Q1	$711K	Hold	14,087	–	–	0.37%	36
2023 Q4	$708K	Hold	14,087	–	–	0.33%	42
2023 Q3	$707K	Hold	14,087	–	–	0.42%	38
2023 Q2	$706K	Hold	14,087	–	–	0.44%	37
2023 Q1	$709K	Sell	14,087 -800	-5%	-$40.2K	0.49%	37
2022 Q4	$746K	Sell	14,887 -1,766	-11%	-$88.5K	0.61%	31
2022 Q3	$835K	Sell	16,653 -1,125	-6%	-$56.4K	0.63%	27
2022 Q2	$891K	Sell	17,778 -4,401	-20%	-$221K	0.63%	30
2022 Q1	$1.11M	Buy	22,179 +3,333	+18%	+$168K	0.56%	28
2021 Q4	$951K	Buy	18,846 +3,759	+25%	+$190K	0.41%	32
2021 Q3	$765K	Buy	15,087 +200	+1%	+$10.1K	0.33%	28
2021 Q2	$755K	Sell	14,887 -3,526	-19%	-$179K	0.42%	29
2021 Q1	$935K	Sell	18,413 -700	-4%	-$35.5K	0.66%	18
2020 Q4	$971K	Hold	19,113	–	–	0.85%	14
2020 Q3	$971K	Buy	+19,113	New	+$971K	0.94%	12

Other funds holding JPST

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Catalyst Private Wealth's JPST Position: Q2 2026 in Review

Catalyst Private Wealth held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 14,087 shares worth $712K. The position accounts for 0.34% of the portfolio, ranked #46.

Catalyst Private Wealth first reported a position in JPST in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.11M in Q1 2022. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Catalyst Private Wealth held 14,087 shares of JPMorgan Ultra-Short Income ETF worth $712K as of Q2 2026.
Catalyst Private Wealth left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.34% of Catalyst Private Wealth's portfolio in Q2 2026, its #46 holding.
Catalyst Private Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 24 quarters since.
Catalyst Private Wealth's JPMorgan Ultra-Short Income ETF position peaked at $1.11M in Q1 2022.
623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.