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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy CG's JPST Position: Q1 2026 in Review

Legacy CG increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 23% in Q1 2026, buying an estimated $3.59M and bringing the position to 379,800 shares worth $19.2M. The position accounts for 5.34% of the portfolio, ranked #3.

Legacy CG first reported a position in JPST in Q4 2021 and has held it in 15 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Legacy CG held 379,800 shares of JPMorgan Ultra-Short Income ETF worth $19.2M as of Q1 2026.
  • Legacy CG bought 70,957 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $3.59M.
  • JPMorgan Ultra-Short Income ETF made up 5.34% of Legacy CG's portfolio in Q1 2026, its #3 holding.
  • Legacy CG first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Legacy CG's 13F filing for Q1 2026, filed 5 May 2026.