Curi RMB Capital’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Curi RMB Capital’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	$804K	Sell	15,891 -9,772	-38%	-$494K	0.01%	495
2026 Q1	$1.3M	Buy	25,663 +1,794	+8%	+$90.8K	0.02%	402
2025 Q4	$1.21M	Buy	23,869 +14,493	+155%	+$734K	0.02%	424
2025 Q3	$476K	Buy	9,376 +481	+5%	+$24.4K	0.01%	522
2025 Q2	$451K	Buy	8,895 +2,867	+48%	+$145K	0.01%	529
2025 Q1	$305K	Buy	6,028 +891	+17%	+$45K	0.01%	432
2024 Q4	$259K	Sell	5,137 -24	-0.5%	-$1.21K	0.01%	481
2024 Q3	$262K	Buy	5,161 +647	+14%	+$32.7K	0.01%	502
2024 Q2	$228K	Sell	4,514 -508	-10%	-$25.6K	0.01%	506
2024 Q1	$253K	Buy	+5,022	New	+$253K	0.01%	516

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

Curi RMB Capital's JPST Position: Q2 2026 in Review

Curi RMB Capital reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 38% in Q2 2026, selling an estimated $494K and leaving 15,891 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #495.

Curi RMB Capital first reported a position in JPST in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.3M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Curi RMB Capital held 15,891 shares of JPMorgan Ultra-Short Income ETF worth $804K as of Q2 2026.
Curi RMB Capital sold 9,772 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $494K.
JPMorgan Ultra-Short Income ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #495 holding.
Curi RMB Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and has held it in 10 quarters since.
Curi RMB Capital's JPMorgan Ultra-Short Income ETF position peaked at $1.3M in Q1 2026.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.