LCWP
JPST icon

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

Legacy Capital Wealth 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 		$534K Buy
10,550
+250
+2% +$12.6K 0.1% 190
2026
Q1 		$521K Hold
10,300
– – 0.11% 200
2025
Q4 		$521K Hold
10,300
– – 0.11% 193
2025
Q3 		$523K Hold
10,300
– – 0.11% 194
2025
Q2 		$522K Sell
10,300
-372
-3% -$18.8K 0.12% 185
2025
Q1 		$540K Buy
10,672
+190
+2% +$9.6K 0.13% 168
2024
Q4 		$528K Buy
10,482
+13
+0.1% +$657 0.13% 167
2024
Q3 		$531K Buy
10,469
+169
+2% +$8.54K 0.11% 186
2024
Q2 		$520K Buy
+10,300
New +$519K 0.13% 154
2024
Q1 		– Sell
-10,349
Closed -$520K – 234
2023
Q4 		$520K Sell
10,349
-63
-0.6% -$3.16K 0.15% 140
2023
Q3 		$522K Buy
+10,412
New +$522K 0.14% 137
2023
Q2 		– Sell
-12,859
Closed -$647K – 143
2023
Q1 		$647K Buy
+12,859
New +$646K 0.18% 113
2022
Q4 		– Sell
-4,316
Closed -$216K – 61
2022
Q3 		$216K Sell
4,316
-469
-10% -$23.5K 0.11% 51
2022
Q2 		$240K Sell
4,785
-1,304
-21% -$65.4K 0.12% 49
2022
Q1 		$306K Sell
6,089
-2,999
-33% -$151K 0.13% 48
2021
Q4 		$459K Buy
9,088
+1,678
+23% +$84.9K 0.19% 39
2021
Q3 		$376K Buy
7,410
+148
+2% +$7.51K 0.15% 38
2021
Q2 		$368K Buy
7,262
+1,166
+19% +$59.2K 0.2% 20
2021
Q1 		$309K Buy
+6,096
New +$310K 0.13% 59

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

Legacy Capital Wealth Partners's JPST Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.4% in Q2 2026, buying an estimated $12.6K and bringing the position to 10,550 shares worth $534K. The position accounts for 0.1% of the portfolio, ranked #190.

Legacy Capital Wealth Partners first reported a position in JPST in Q1 2021 and has held it in 19 quarters since. The position peaked at $647K in Q1 2023. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Legacy Capital Wealth Partners held 10,550 shares of JPMorgan Ultra-Short Income ETF worth $534K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 250 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $12.6K.
  • JPMorgan Ultra-Short Income ETF made up 0.1% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #190 holding.
  • Legacy Capital Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 19 quarters since.
  • Legacy Capital Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $647K in Q1 2023.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.