Chapin Davis’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Chapin Davis’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	$561K	Hold	11,095	–	–	0.1%	136
2026 Q1	$562K	Hold	11,095	–	–	0.13%	144
2025 Q4	$561K	Sell	11,095 -1,000	-8%	-$50.7K	0.13%	140
2025 Q3	$614K	Hold	12,095	–	–	0.15%	130
2025 Q2	$613K	Hold	12,095	–	–	0.17%	122
2025 Q1	$612K	Buy	+12,095	New	+$611K	0.21%	104
2024 Q1	–	Sell	-5,400	Closed	-$271K	–	237
2023 Q4	$271K	Hold	5,400	–	–	0.11%	164
2023 Q3	$271K	Hold	5,400	–	–	0.13%	151
2023 Q2	$271K	Hold	5,400	–	–	0.13%	159
2023 Q1	$272K	Buy	+5,400	New	+$271K	0.14%	161

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

Chapin Davis's JPST Position: Q2 2026 in Review

Chapin Davis held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 11,095 shares worth $561K. The position accounts for 0.1% of the portfolio, ranked #136.

Chapin Davis first reported a position in JPST in Q1 2023 and has held it in 10 quarters since. The position peaked at $614K in Q3 2025. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Chapin Davis held 11,095 shares of JPMorgan Ultra-Short Income ETF worth $561K as of Q2 2026.
Chapin Davis left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.1% of Chapin Davis's portfolio in Q2 2026, its #136 holding.
Chapin Davis first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 10 quarters since.
Chapin Davis's JPMorgan Ultra-Short Income ETF position peaked at $614K in Q3 2025.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.