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Cauble & Harre Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cauble & Harre Wealth Management’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 		$5.64M Buy
111,433
+4,422
+4% +$223K 4.52% 6
2026
Q1 		$5.4M Sell
107,011
-313
-0.3% -$15.8K 4.3% 6
2025
Q4 		$5.45M Buy
+107,324
New +$5.44M 4.57% 6

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cauble & Harre Wealth Management's JPST Position: Q2 2026 in Review

Cauble & Harre Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.1% in Q2 2026, buying an estimated $223K and bringing the position to 111,433 shares worth $5.64M. The position accounts for 4.52% of the portfolio, ranked #6.

Cauble & Harre Wealth Management first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Cauble & Harre Wealth Management held 111,433 shares of JPMorgan Ultra-Short Income ETF worth $5.64M as of Q2 2026.
  • Cauble & Harre Wealth Management bought 4,422 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $223K.
  • JPMorgan Ultra-Short Income ETF made up 4.52% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Cauble & Harre Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.