Lavelle Capital
JPST icon

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

Lavelle 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
Q3 		$219K Buy
+4,340
New +$219K 0.11% 79
2026
Q2 		– Sell
-39,595
Closed -$2M – 82
2026
Q1 		$2M Sell
39,595
-23,635
-37% -$1.2M 1.24% 16
2025
Q4 		$3.2M Buy
+63,230
New +$3.2M 2.03% 10

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Lavelle Capital's JPST Position: Q3 2026 in Review

Lavelle Capital opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2026: 4,340 shares worth $219K. The stake represents 0.11% of the portfolio and ranks #79 among its holdings. This is a return to the name: Lavelle Capital previously reported a position in JPST as recently as Q1 2026.

Lavelle Capital first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.2M in Q4 2025. 985 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Lavelle Capital held 4,340 shares of JPMorgan Ultra-Short Income ETF worth $219K as of Q3 2026.
  • JPMorgan Ultra-Short Income ETF was a new Lavelle Capital position in Q3 2026.
  • JPMorgan Ultra-Short Income ETF made up 0.11% of Lavelle Capital's portfolio in Q3 2026, its #79 holding.
  • Lavelle Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Lavelle Capital's JPMorgan Ultra-Short Income ETF position peaked at $3.2M in Q4 2025.
  • 985 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Lavelle Capital's 13F filing for Q3 2026, filed 3 Nov 2026.