Legacy Capital Group California’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Legacy Capital Group California’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	$1.63M	Sell	32,236 -203,285	-86%	-$10.3M	0.62%	24
2025 Q4	$11.9M	Buy	235,521 +11,695	+5%	+$593K	2.89%	4
2025 Q3	$11.4M	Sell	223,826 -92,399	-29%	-$4.68M	2.89%	4
2025 Q2	$16M	Buy	316,225 +98,613	+45%	+$4.98M	4.44%	4
2025 Q1	$11M	Sell	217,612 -118,990	-35%	-$6.01M	3.84%	3
2024 Q4	$17M	Sell	336,602 -49,058	-13%	-$2.48M	5.17%	2
2024 Q3	$19.6M	Buy	385,660 +201,947	+110%	+$10.2M	6.51%	2
2024 Q2	$9.27M	Sell	183,713 -2,367	-1%	-$119K	3.34%	2
2024 Q1	$9.39M	Sell	186,080 -7,814	-4%	-$393K	3.46%	2
2023 Q4	$9.74M	Sell	193,894 -1,085	-0.6%	-$54.4K	3.77%	2
2023 Q3	$9.78M	Sell	194,979 -10,258	-5%	-$514K	4.2%	2
2023 Q2	$10.3M	Buy	205,237 +165,975	+423%	+$8.33M	4.23%	2
2023 Q1	$1.98M	Buy	+39,262	New	+$1.97M	0.97%	15

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 $377B AUM 19.32% 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 $15.5B AUM 18.35% 1-Year Est. Return

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

Legacy Capital Group California's JPST Position: Q1 2026 in Review

Legacy Capital Group California reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 86% in Q1 2026, selling an estimated $10.3M and leaving 32,236 shares worth $1.63M. The position accounts for 0.62% of the portfolio, ranked #24.

Legacy Capital Group California first reported a position in JPST in Q1 2023 and has held it in 13 quarters since. The position peaked at $19.6M in Q3 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Legacy Capital Group California held 32,236 shares of JPMorgan Ultra-Short Income ETF worth $1.63M as of Q1 2026.
Legacy Capital Group California sold 203,285 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $10.3M.
JPMorgan Ultra-Short Income ETF made up 0.62% of Legacy Capital Group California's portfolio in Q1 2026, its #24 holding.
Legacy Capital Group California first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's JPMorgan Ultra-Short Income ETF position peaked at $19.6M in Q3 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.