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Legacy CG’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Legacy CG’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 		$17.9M Sell
354,161
-25,639
-7% -$1.3M 4.59% 4
2026
Q1 		$19.2M Buy
379,800
+70,957
+23% +$3.59M 5.34% 3
2025
Q4 		$15.6M Buy
308,843
+56,442
+22% +$2.86M 4.37% 7
2025
Q3 		$12.8M Buy
252,401
+61,876
+32% +$3.13M 3.61% 7
2025
Q2 		$9.66M Buy
190,525
+100,024
+111% +$5.05M 2.88% 9
2025
Q1 		$4.58M Sell
90,501
-12,701
-12% -$642K 1.48% 32
2024
Q4 		$5.2M Buy
103,202
+22,083
+27% +$1.12M 1.59% 26
2024
Q3 		$4.12M Buy
81,119
+7,359
+10% +$372K 1.35% 36
2024
Q2 		$3.72M Buy
+73,760
New +$3.71M 1.27% 35
2023
Q3 		– Sell
-248,670
Closed -$12.5M – 42
2023
Q2 		$12.5M Sell
248,670
-16,475
-6% -$827K 5.74% 3
2023
Q1 		$13.3M Buy
265,145
+11,949
+5% +$600K 6.74% 3
2022
Q4 		$12.7M Sell
253,196
-10,858
-4% -$544K 7.44% 2
2022
Q3 		$13.2M Buy
264,054
+94,165
+55% +$4.72M 8.73% 1
2022
Q2 		$8.51M Sell
169,889
-19,655
-10% -$986K 5.86% 4
2022
Q1 		$9.53M Sell
189,544
-19,634
-9% -$989K 6.2% 2
2021
Q4 		$10.6M Buy
+209,178
New +$10.6M 6.35% 1

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 CG's JPST Position: Q2 2026 in Review

Legacy CG reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.8% in Q2 2026, selling an estimated $1.3M and leaving 354,161 shares worth $17.9M. The position accounts for 4.59% of the portfolio, ranked #4.

Legacy CG first reported a position in JPST in Q4 2021 and has held it in 16 quarters since. The position peaked at $19.2M in Q1 2026. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Legacy CG held 354,161 shares of JPMorgan Ultra-Short Income ETF worth $17.9M as of Q2 2026.
  • Legacy CG sold 25,639 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.3M.
  • JPMorgan Ultra-Short Income ETF made up 4.59% of Legacy CG's portfolio in Q2 2026, its #4 holding.
  • Legacy CG first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 16 quarters since.
  • Legacy CG's JPMorgan Ultra-Short Income ETF position peaked at $19.2M in Q1 2026.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.