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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
Q2 		$2.08M Buy
41,122
+7,587
+23% +$383K 0.15% 123
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
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

NewSquare Capital's JPST Position: Q2 2026 in Review

NewSquare Capital increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 23% in Q2 2026, buying an estimated $383K and bringing the position to 41,122 shares worth $2.08M. The position accounts for 0.15% of the portfolio, ranked #123.

NewSquare Capital first reported a position in JPST in Q2 2019 and has held it in 26 quarters since. The position peaked at $6.93M in Q4 2020. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • NewSquare Capital held 41,122 shares of JPMorgan Ultra-Short Income ETF worth $2.08M as of Q2 2026.
  • NewSquare Capital bought 7,587 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $383K.
  • JPMorgan Ultra-Short Income ETF made up 0.15% of NewSquare Capital's portfolio in Q2 2026, its #123 holding.
  • NewSquare Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 26 quarters since.
  • NewSquare Capital's JPMorgan Ultra-Short Income ETF position peaked at $6.93M in Q4 2020.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.