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Interchange Capital Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Interchange Capital Partners’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 		$9.88M Buy
195,303
+75,371
+63% +$3.81M 1.86% 8
2026
Q1 		$6.07M Sell
119,932
-44,648
-27% -$2.26M 1.92% 9
2025
Q4 		$8.33M Buy
164,580
+10,256
+7% +$520K 1.54% 11
2025
Q3 		$7.82M Sell
154,324
-3,319
-2% -$168K 1.53% 10
2025
Q2 		$7.99M Buy
157,643
+37,711
+31% +$1.9M 1.85% 9
2025
Q1 		$6.07M Sell
119,932
-5,968
-5% -$301K 1.7% 10
2024
Q4 		$6.34M Sell
125,900
-10,946
-8% -$553K 2.29% 7
2024
Q3 		$6.94M Sell
136,846
-31,450
-19% -$1.59M 2.44% 6
2024
Q2 		$8.49M Buy
168,296
+154,971
+1,163% +$7.8M 3.1% 4
2024
Q1 		$686K Sell
13,325
-2,606
-16% -$131K 0.46% 57
2023
Q4 		$711K Buy
15,931
+3,167
+25% +$159K 0.53% 49
2023
Q3 		$641K Sell
12,764
-4,987
-28% -$250K 0.51% 48
2023
Q2 		$890K Sell
17,751
-115,607
-87% -$5.8M 0.68% 32
2023
Q1 		$6.71M Buy
133,358
+111,536
+511% +$5.61M 3.64% 3
2022
Q4 		$1.09M Buy
21,822
+5,002
+30% +$251K 1.12% 23
2022
Q3 		$843K Buy
+16,820
New +$843K 0.92% 27
2022
Q2 		– Sell
-5,548
Closed -$278K – 166
2022
Q1 		$278K Buy
+5,548
New +$279K 0.29% 119
2021
Q4 		– Sell
-10,147
Closed -$514K – 167
2021
Q3 		$514K Buy
10,147
+3,026
+42% +$153K 0.86% 43
2021
Q2 		$361K Sell
7,121
-6,522
-48% -$331K 0.56% 65
2021
Q1 		$692K Buy
13,643
+994
+8% +$50.5K 0.38% 88
2020
Q4 		$642K Buy
+12,649
New +$642K 0.35% 79

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Interchange Capital Partners's JPST Position: Q2 2026 in Review

Interchange Capital Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 63% in Q2 2026, buying an estimated $3.81M and bringing the position to 195,303 shares worth $9.88M. The position accounts for 1.86% of the portfolio, ranked #8.

Interchange Capital Partners first reported a position in JPST in Q4 2020 and has held it in 21 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Interchange Capital Partners held 195,303 shares of JPMorgan Ultra-Short Income ETF worth $9.88M as of Q2 2026.
  • Interchange Capital Partners bought 75,371 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.81M.
  • JPMorgan Ultra-Short Income ETF made up 1.86% of Interchange Capital Partners's portfolio in Q2 2026, its #8 holding.
  • Interchange Capital Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.