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 Q3	$559K	Hold	11,095	–	–	0.11%	134
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

RWA

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Chapin Davis's JPST Position: Q3 2026 in Review

Chapin Davis held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q3 2026 at 11,095 shares worth $559K. The position accounts for 0.11% of the portfolio, ranked #134.

Chapin Davis first reported a position in JPST in Q1 2023 and has held it in 11 quarters since. The position peaked at $614K in Q3 2025. 155 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Chapin Davis held 11,095 shares of JPMorgan Ultra-Short Income ETF worth $559K as of Q3 2026.
Chapin Davis left its JPMorgan Ultra-Short Income ETF share count unchanged in Q3 2026.
JPMorgan Ultra-Short Income ETF made up 0.11% of Chapin Davis's portfolio in Q3 2026, its #134 holding.
Chapin Davis first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 11 quarters since.
Chapin Davis's JPMorgan Ultra-Short Income ETF position peaked at $614K in Q3 2025.
155 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.