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 Q2	$1.05M	Sell	20,850 -650	-3%	-$32.8K	0.65%	47
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 $1.81T 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

Generation Capital Management's JPST Position: Q2 2026 in Review

Generation Capital Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3% in Q2 2026, selling an estimated $32.8K and leaving 20,850 shares worth $1.05M. The position accounts for 0.65% of the portfolio, ranked #47.

Generation Capital Management first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q1 2026. 1,198 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Generation Capital Management held 20,850 shares of JPMorgan Ultra-Short Income ETF worth $1.05M as of Q2 2026.
Generation Capital Management sold 650 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $32.8K.
JPMorgan Ultra-Short Income ETF made up 0.65% of Generation Capital Management's portfolio in Q2 2026, its #47 holding.
Generation Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Generation Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $1.09M in Q1 2026.
1,198 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Generation Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.