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

Optima 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 		$3.51M Sell
69,461
-9,665
-12% -$488K 1.39% 21
2026
Q1 		$4M Buy
79,126
+10,482
+15% +$531K 1.86% 16
2025
Q4 		$3.48M Buy
+68,644
New +$3.48M 1.51% 16

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

Optima Capital's JPST Position: Q2 2026 in Review

Optima Capital reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 12% in Q2 2026, selling an estimated $488K and leaving 69,461 shares worth $3.51M. The position accounts for 1.39% of the portfolio, ranked #21.

Optima Capital first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $4M in Q1 2026. 447 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Optima Capital held 69,461 shares of JPMorgan Ultra-Short Income ETF worth $3.51M as of Q2 2026.
  • Optima Capital sold 9,665 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $488K.
  • JPMorgan Ultra-Short Income ETF made up 1.39% of Optima Capital's portfolio in Q2 2026, its #21 holding.
  • Optima Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Optima Capital's JPMorgan Ultra-Short Income ETF position peaked at $4M in Q1 2026.
  • 447 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.