Causey Wealth LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Causey Wealth LLC’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	$16.5M	Buy	326,485 +27,369	+9%	+$1.38M	6.45%	3
2026 Q1	$15.1M	Buy	299,116 +85,561	+40%	+$4.33M	6.43%	3
2025 Q4	$10.8M	Buy	213,555 +2,651	+1%	+$134K	4.91%	5
2025 Q3	$10.7M	Buy	210,904 +742	+0.4%	+$37.6K	5.22%	5
2025 Q2	$10.7M	Buy	210,162 +114,956	+121%	+$5.81M	5.48%	3
2025 Q1	$4.82M	Buy	95,206 +24,238	+34%	+$1.22M	2.7%	14
2024 Q4	$3.57M	Buy	+70,968	New	+$3.58M	2.08%	20

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

Causey Wealth LLC's JPST Position: Q2 2026 in Review

Causey Wealth LLC increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.1% in Q2 2026, buying an estimated $1.38M and bringing the position to 326,485 shares worth $16.5M. The position accounts for 6.45% of the portfolio, ranked #3.

Causey Wealth LLC first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. 1,188 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Causey Wealth LLC held 326,485 shares of JPMorgan Ultra-Short Income ETF worth $16.5M as of Q2 2026.
Causey Wealth LLC bought 27,369 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.38M.
JPMorgan Ultra-Short Income ETF made up 6.45% of Causey Wealth LLC's portfolio in Q2 2026, its #3 holding.
Causey Wealth LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
1,188 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.