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

Morton Capital Management’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	$29M	Buy	+573,696	New	+$29M	3.97%	6

Other funds holding JPST

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return

Morton Capital Management's JPST Position: Q2 2026 in Review

Morton Capital Management opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 573,696 shares worth $29M. The stake represents 3.97% of the portfolio and ranks #6 among its holdings.

391 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Morton Capital Management held 573,696 shares of JPMorgan Ultra-Short Income ETF worth $29M as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Morton Capital Management position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 3.97% of Morton Capital Management's portfolio in Q2 2026, its #6 holding.
391 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.