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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retirement Capital Strategies's JPST Position: Q1 2026 in Review

Retirement Capital Strategies opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026: 222,751 shares worth $11.3M. The stake represents 4.26% of the portfolio and ranks #6 among its holdings. This is a return to the name: Retirement Capital Strategies previously reported a position in JPST as recently as Q3 2025.

Retirement Capital Strategies first reported a position in JPST in Q3 2022 and has held it in 5 quarters since. The position peaked at $19M in Q3 2022. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Retirement Capital Strategies held 222,751 shares of JPMorgan Ultra-Short Income ETF worth $11.3M as of Q1 2026.
JPMorgan Ultra-Short Income ETF was a new Retirement Capital Strategies position in Q1 2026.
JPMorgan Ultra-Short Income ETF made up 4.26% of Retirement Capital Strategies's portfolio in Q1 2026, its #6 holding.
Retirement Capital Strategies first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 5 quarters since.
Retirement Capital Strategies's JPMorgan Ultra-Short Income ETF position peaked at $19M in Q3 2022.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.