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

Newport Capital Group’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 		$5.3M Buy
104,781
+11,002
+12% +$556K 2.97% 10
2026
Q1 		$4.75M Sell
93,779
-5,421
-5% -$275K 2.89% 10
2025
Q4 		$5.02M Buy
99,200
+30,295
+44% +$1.53M 3.07% 10
2025
Q3 		$3.5M Sell
68,905
-20,414
-23% -$1.03M 2.2% 13
2025
Q2 		$4.53M Buy
89,319
+200
+0.2% +$10.1K 3.07% 9
2025
Q1 		$4.51M Buy
89,119
+12,453
+16% +$629K 3.25% 9
2024
Q4 		$3.86M Buy
76,666
+9,278
+14% +$469K 2.85% 11
2024
Q3 		$3.42M Sell
67,388
-4,900
-7% -$248K 2.52% 12
2024
Q2 		$3.65M Buy
+72,288
New +$3.64M 2.89% 10
2023
Q3 		$3.83M Sell
76,245
-18,222
-19% -$913K 3.56% 9
2023
Q2 		$4.74M Buy
+94,467
New +$4.74M 2.38% 14
2023
Q1 		– Sell
-84,473
Closed -$4.23M – 44
2022
Q4 		$4.23M Buy
84,473
+35,587
+73% +$1.78M 4.23% 8
2022
Q3 		$2.45M Buy
+48,886
New +$2.45M 1.27% 20

Other funds holding JPST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Newport Capital Group's JPST Position: Q2 2026 in Review

Newport Capital Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 12% in Q2 2026, buying an estimated $556K and bringing the position to 104,781 shares worth $5.3M. The position accounts for 2.97% of the portfolio, ranked #10.

Newport Capital Group first reported a position in JPST in Q3 2022 and has held it in 13 quarters since. 447 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Newport Capital Group held 104,781 shares of JPMorgan Ultra-Short Income ETF worth $5.3M as of Q2 2026.
  • Newport Capital Group bought 11,002 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $556K.
  • JPMorgan Ultra-Short Income ETF made up 2.97% of Newport Capital Group's portfolio in Q2 2026, its #10 holding.
  • Newport Capital Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 13 quarters since.
  • 447 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Newport Capital Group's 13F filing for Q2 2026, filed 21 Jul 2026.