PCM
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Pennsylvania Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Pennsylvania Capital Management’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 		$5.03M Buy
99,482
+75,041
+307% +$3.79M 1.27% 18
2026
Q1 		$1.24M Sell
24,441
-9,450
-28% -$479K 0.35% 41
2025
Q4 		$1.71M Sell
33,891
-5,585
-14% -$283K 0.47% 32
2025
Q3 		$2M Sell
39,476
-1,932
-5% -$97.8K 0.58% 30
2025
Q2 		$2.1M Buy
41,408
+2,666
+7% +$135K 0.67% 28
2025
Q1 		$1.96M Sell
38,742
-537
-1% -$27.1K 0.72% 24
2024
Q4 		$1.98M Buy
39,279
+24,353
+163% +$1.23M 0.68% 23
2024
Q3 		$757K Sell
14,926
-3,240
-18% -$164K 0.27% 43
2024
Q2 		$917K Sell
18,166
-1,473
-8% -$74.2K 0.35% 35
2024
Q1 		$991K Sell
19,639
-12,000
-38% -$604K 0.41% 36
2023
Q4 		$1.59M Sell
31,639
-40,326
-56% -$2.02M 0.63% 28
2023
Q3 		$3.61M Sell
71,965
-165
-0.2% -$8.27K 1.5% 13
2023
Q2 		$3.62M Sell
72,130
-637
-0.9% -$32K 1.55% 12
2023
Q1 		$3.66M Sell
72,767
-27,696
-28% -$1.39M 1.77% 10
2022
Q4 		$5.04M Buy
100,463
+47,364
+89% +$2.37M 2.66% 7
2022
Q3 		$2.66M Sell
53,099
-6,799
-11% -$341K 1.47% 15
2022
Q2 		$3M Buy
59,898
+43,375
+263% +$2.18M 1.59% 15
2022
Q1 		$831K Buy
16,523
+8,773
+113% +$442K 0.35% 37
2021
Q4 		$391K Sell
7,750
-1,944
-20% -$98.3K 0.13% 75
2021
Q3 		$490K Sell
9,694
-2,829
-23% -$143K 0.22% 55
2021
Q2 		$635K Buy
12,523
+97
+0.8% +$4.92K 0.31% 37
2021
Q1 		$631K Buy
12,426
+7,711
+164% +$392K 0.37% 34
2020
Q4 		$239K Sell
4,715
-41,039
-90% -$2.08M 0.16% 57
2020
Q3 		$2.32M Buy
+45,754
New +$2.32M 1.82% 11

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Pennsylvania Capital Management's JPST Position: Q2 2026 in Review

Pennsylvania Capital Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 307% in Q2 2026, buying an estimated $3.79M and bringing the position to 99,482 shares worth $5.03M. The position accounts for 1.27% of the portfolio, ranked #18.

Pennsylvania Capital Management first reported a position in JPST in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.04M in Q4 2022. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Pennsylvania Capital Management held 99,482 shares of JPMorgan Ultra-Short Income ETF worth $5.03M as of Q2 2026.
  • Pennsylvania Capital Management bought 75,041 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.79M.
  • JPMorgan Ultra-Short Income ETF made up 1.27% of Pennsylvania Capital Management's portfolio in Q2 2026, its #18 holding.
  • Pennsylvania Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 24 quarters since.
  • Pennsylvania Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $5.04M in Q4 2022.
  • 623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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