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

Retirement Capital Strategies’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	$11.4M	Buy	226,339 +3,588	+2%	+$181K	3.97%	7
2026 Q1	$11.3M	Buy	+222,751	New	+$11.3M	4.26%	6
2025 Q4	–	Sell	-24,569	Closed	-$1.25M	–	71
2025 Q3	$1.25M	Sell	24,569 -1,137	-4%	-$57.6K	0.48%	38
2025 Q2	$1.3M	Buy	+25,706	New	+$1.3M	0.52%	35
2023 Q2	–	Sell	-22,835	Closed	-$1.15M	–	63
2023 Q1	$1.15M	Buy	+22,835	New	+$1.15M	0.56%	22
2022 Q4	–	Sell	-379,431	Closed	-$19M	–	48
2022 Q3	$19M	Buy	+379,431	New	+$19M	8.71%	5

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

Retirement Capital Strategies's JPST Position: Q2 2026 in Review

Retirement Capital Strategies increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.6% in Q2 2026, buying an estimated $181K and bringing the position to 226,339 shares worth $11.4M. The position accounts for 3.97% of the portfolio, ranked #7.

Retirement Capital Strategies first reported a position in JPST in Q3 2022 and has held it in 6 quarters since. The position peaked at $19M in Q3 2022. 1,199 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Retirement Capital Strategies held 226,339 shares of JPMorgan Ultra-Short Income ETF worth $11.4M as of Q2 2026.
Retirement Capital Strategies bought 3,588 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $181K.
JPMorgan Ultra-Short Income ETF made up 3.97% of Retirement Capital Strategies's portfolio in Q2 2026, its #7 holding.
Retirement Capital Strategies first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 6 quarters since.
Retirement Capital Strategies's JPMorgan Ultra-Short Income ETF position peaked at $19M in Q3 2022.
1,199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.