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

Requisite 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	$31M	Buy	612,480 +139,271	+29%	+$7.03M	5.12%	5
2026 Q1	$23.9M	Buy	473,209 +186,784	+65%	+$9.46M	4.46%	5
2025 Q4	$14.5M	Buy	286,425 +55,015	+24%	+$2.79M	2.76%	6
2025 Q3	$11.7M	Sell	231,410 -73,714	-24%	-$3.73M	1.97%	8
2025 Q2	$15.5M	Buy	305,124 +48	+0%	+$2.42K	3.35%	8
2025 Q1	$15.4M	Buy	305,076 +6,673	+2%	+$337K	3.48%	7
2024 Q4	$15.1M	Sell	298,403 -106,172	-26%	-$5.36M	3.08%	7
2024 Q3	$20.5M	Buy	404,575 +21,718	+6%	+$1.1M	4.29%	7
2024 Q2	$19.3M	Sell	382,857 -95,516	-20%	-$4.81M	4.37%	7
2024 Q1	$24.1M	Sell	478,373 -86,351	-15%	-$4.35M	5.24%	8
2023 Q4	$28.5M	Sell	564,724 -154,534	-21%	-$7.75M	7.21%	7
2023 Q3	$36.1M	Sell	719,258 -108,033	-13%	-$5.41M	9.17%	4
2023 Q2	$41.5M	Sell	827,291 -158,381	-16%	-$7.95M	10.54%	3
2023 Q1	$49.6M	Sell	985,672 -35,208	-3%	-$1.77M	15.28%	2
2022 Q4	$51.5M	Sell	1,020,880 -270,292	-21%	-$13.5M	16.46%	2
2022 Q3	$64.8M	Sell	1,291,172 -38,113	-3%	-$1.91M	21.86%	2
2022 Q2	$66.6M	Buy	1,329,285 +692,708	+109%	+$34.8M	22.12%	2
2022 Q1	$32M	Buy	636,577 +149,374	+31%	+$7.52M	9.82%	3
2021 Q4	$24.6M	Buy	487,203 +57,844	+13%	+$2.93M	7.63%	5
2021 Q3	$21.8M	Buy	429,359 +3,196	+0.7%	+$162K	4.61%	7
2021 Q2	$21.6M	Buy	426,163 +254,787	+149%	+$12.9M	3.73%	8
2021 Q1	$8.7M	Buy	171,376 +4,479	+3%	+$227K	2.03%	9
2020 Q4	$8.48M	Sell	166,897 -41,621	-20%	-$2.11M	2.68%	10
2020 Q3	$10.6M	Sell	208,518 -2,111	-1%	-$107K	3.71%	10
2020 Q2	$10.7M	Buy	+210,629	New	+$10.6M	4.1%	9

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

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

Requisite Capital Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 29% in Q2 2026, buying an estimated $7.03M and bringing the position to 612,480 shares worth $31M. The position accounts for 5.12% of the portfolio, ranked #5.

Requisite Capital Management first reported a position in JPST in Q2 2020 and has held it in 25 quarters since. The position peaked at $66.6M in Q2 2022. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Requisite Capital Management held 612,480 shares of JPMorgan Ultra-Short Income ETF worth $31M as of Q2 2026.
Requisite Capital Management bought 139,271 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $7.03M.
JPMorgan Ultra-Short Income ETF made up 5.12% of Requisite Capital Management's portfolio in Q2 2026, its #5 holding.
Requisite Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 25 quarters since.
Requisite Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $66.6M in Q2 2022.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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