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

NewSquare Capital’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	$1.7M	Buy	33,535 +4,758	+17%	+$241K	0.15%	125
2025 Q4	$1.46M	Sell	28,777 -1,209	-4%	-$61.3K	0.13%	118
2025 Q3	$1.52M	Buy	29,986 +1,036	+4%	+$52.4K	0.1%	123
2025 Q2	$1.47M	Buy	28,950 +4,730	+20%	+$239K	0.11%	113
2025 Q1	$1.23M	Buy	24,220 +14,838	+158%	+$750K	0.1%	119
2024 Q4	$473K	Buy	9,382 +299	+3%	+$15.1K	0.04%	150
2024 Q3	$461K	Buy	9,083 +464	+5%	+$23.4K	0.04%	150
2024 Q2	$435K	Buy	8,619 +980	+13%	+$49.3K	0.04%	146
2024 Q1	$385K	Sell	7,639 -5,080	-40%	-$256K	0.03%	149
2023 Q4	$639K	Sell	12,719 -177	-1%	-$8.88K	0.06%	131
2023 Q3	$647K	Buy	12,896 +192	+2%	+$9.62K	0.07%	133
2023 Q2	$637K	Buy	12,704 +357	+3%	+$17.9K	0.07%	131
2023 Q1	$621K	Sell	12,347 -6,959	-36%	-$350K	0.07%	130
2022 Q4	$968K	Sell	19,306 -7,190	-27%	-$360K	0.12%	114
2022 Q3	$1.33M	Buy	26,496 +459	+2%	+$23K	0.17%	111
2022 Q2	$1.3M	Sell	26,037 -17,969	-41%	-$902K	0.17%	110
2022 Q1	$2.21M	Sell	44,006 -36,418	-45%	-$1.83M	0.23%	106
2021 Q4	$4.06M	Sell	80,424 -5,543	-6%	-$280K	0.43%	64
2021 Q3	$4.36M	Sell	85,967 -6,376	-7%	-$323K	0.51%	36
2021 Q2	$4.68M	Sell	92,343 -31,949	-26%	-$1.62M	0.56%	35
2021 Q1	$6.31M	Sell	124,292 -12,198	-9%	-$619K	0.83%	27
2020 Q4	$6.93M	Buy	136,490 +24,354	+22%	+$1.24M	0.97%	26
2020 Q3	$5.7M	Buy	112,136 +95,776	+585%	+$4.87M	0.91%	27
2020 Q2	$830K	Buy	+16,360	New	+$824K	0.14%	109
2019 Q3	–	Sell	-325	Closed	-$16K	–	317
2019 Q2	$16K	Buy	+325	New	+$16.4K	﹤0.01%	228

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewSquare Capital's JPST Position: Q1 2026 in Review

NewSquare Capital increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q1 2026, buying an estimated $241K and bringing the position to 33,535 shares worth $1.7M. The position accounts for 0.15% of the portfolio, ranked #125.

NewSquare Capital first reported a position in JPST in Q2 2019 and has held it in 25 quarters since. The position peaked at $6.93M in Q4 2020. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

NewSquare Capital held 33,535 shares of JPMorgan Ultra-Short Income ETF worth $1.7M as of Q1 2026.
NewSquare Capital bought 4,758 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $241K.
JPMorgan Ultra-Short Income ETF made up 0.15% of NewSquare Capital's portfolio in Q1 2026, its #125 holding.
NewSquare Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 25 quarters since.
NewSquare Capital's JPMorgan Ultra-Short Income ETF position peaked at $6.93M in Q4 2020.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.