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 Q3	$437K	Sell	8,675 -12,175	-58%	-$614K	0.27%	66
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 $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Generation Capital Management's JPST Position: Q3 2026 in Review

Generation Capital Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 58% in Q3 2026, selling an estimated $614K and leaving 8,675 shares worth $437K. The position accounts for 0.27% of the portfolio, ranked #66.

Generation Capital Management first reported a position in JPST in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q1 2026. 1,117 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Generation Capital Management held 8,675 shares of JPMorgan Ultra-Short Income ETF worth $437K as of Q3 2026.
Generation Capital Management sold 12,175 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $614K.
JPMorgan Ultra-Short Income ETF made up 0.27% of Generation Capital Management's portfolio in Q3 2026, its #66 holding.
Generation Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 8 quarters since.
Generation Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $1.09M in Q1 2026.
1,117 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Generation Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.