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

Oarsman 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	$7.37M	Sell	145,712 -11,526	-7%	-$582K	0.78%	25
2026 Q1	$7.96M	Buy	157,238 +23,669	+18%	+$1.2M	0.99%	19
2025 Q4	$6.76M	Sell	133,569 -96,718	-42%	-$4.9M	0.88%	19
2025 Q3	$11.7M	Sell	230,287 -23,760	-9%	-$1.2M	1.64%	15
2025 Q2	$12.9M	Buy	254,047 +16,453	+7%	+$831K	2.02%	10
2025 Q1	$12M	Buy	237,594 +24,456	+11%	+$1.24M	2.16%	9
2024 Q4	$10.7M	Sell	213,138 -16,393	-7%	-$828K	1.87%	11
2024 Q3	$11.6M	Buy	229,531 +156	+0.1%	+$7.88K	2.14%	11
2024 Q2	$11.6M	Sell	229,375 -131,192	-36%	-$6.61M	2.53%	9
2024 Q1	$18.2M	Buy	360,567 +66,034	+22%	+$3.32M	4.35%	4
2023 Q4	$14.8M	Buy	294,533 +192,966	+190%	+$9.68M	3.93%	3
2023 Q3	$5.1M	Buy	101,567 +24,997	+33%	+$1.25M	2.13%	10
2023 Q2	$3.84M	Buy	76,570 +18,319	+31%	+$919K	1.68%	12
2023 Q1	$2.93M	Buy	58,251 +14,904	+34%	+$749K	1.37%	16
2022 Q4	$2.17M	Buy	+43,347	New	+$2.17M	1.11%	20

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oarsman Capital's JPST Position: Q2 2026 in Review

Oarsman Capital reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.3% in Q2 2026, selling an estimated $582K and leaving 145,712 shares worth $7.37M. The position accounts for 0.78% of the portfolio, ranked #25.

Oarsman Capital first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.2M in Q1 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Oarsman Capital held 145,712 shares of JPMorgan Ultra-Short Income ETF worth $7.37M as of Q2 2026.
Oarsman Capital sold 11,526 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $582K.
JPMorgan Ultra-Short Income ETF made up 0.78% of Oarsman Capital's portfolio in Q2 2026, its #25 holding.
Oarsman Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
Oarsman Capital's JPMorgan Ultra-Short Income ETF position peaked at $18.2M in Q1 2024.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.