Generation Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Generation Capital 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 Q1	$1.09M	Buy	21,500 +3,000	+16%	+$152K	0.8%	37
2025 Q4	$936K	Buy	18,500 +8,500	+85%	+$431K	0.61%	40
2025 Q3	$507K	Hold	10,000	–	–	0.37%	54
2025 Q2	$507K	Hold	10,000	–	–	0.4%	53
2025 Q1	$506K	Hold	10,000	–	–	0.46%	46
2024 Q4	$504K	Buy	+10,000	New	+$505K	0.43%	50

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Generation Capital Management's JPST Position: Q1 2026 in Review

Generation Capital Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 16% in Q1 2026, buying an estimated $152K and bringing the position to 21,500 shares worth $1.09M. The position accounts for 0.8% of the portfolio, ranked #37.

Generation Capital Management first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Generation Capital Management held 21,500 shares of JPMorgan Ultra-Short Income ETF worth $1.09M as of Q1 2026.
Generation Capital Management bought 3,000 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $152K.
JPMorgan Ultra-Short Income ETF made up 0.8% of Generation Capital Management's portfolio in Q1 2026, its #37 holding.
Generation Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.