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

Scott Capital Advisors’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	$9.34M	Sell	184,730 -11,024	-6%	-$557K	1.46%	18
2026 Q1	$9.89M	Sell	195,754 -52,696	-21%	-$2.67M	2%	13
2025 Q4	$12.6M	Sell	248,450 -3,202	-1%	-$162K	2.78%	11
2025 Q3	$12.7M	Sell	251,652 -1,490	-0.6%	-$75.4K	2.88%	11
2025 Q2	$12.8M	Buy	253,142 +9,204	+4%	+$465K	3.46%	10
2025 Q1	$12.4M	Buy	243,938 +5,941	+2%	+$300K	3.68%	9
2024 Q4	$12M	Buy	237,997 +593	+0.2%	+$29.9K	3.45%	10
2024 Q3	$12M	Buy	237,404 +32,074	+16%	+$1.62M	3.42%	10
2024 Q2	$10.3M	Sell	205,330 -19,816	-9%	-$998K	3.05%	10
2024 Q1	$11.3M	Buy	225,146 +6,154	+3%	+$310K	3.45%	9
2023 Q4	$11M	Sell	218,992 -5,034	-2%	-$253K	3.69%	9
2023 Q3	$11.2M	Buy	224,026 +25,008	+13%	+$1.25M	4.47%	6
2023 Q2	$9.98M	Buy	199,018 +41,131	+26%	+$2.06M	4.29%	6
2023 Q1	$7.94M	Buy	157,887 +36,880	+30%	+$1.85M	3.83%	7
2022 Q4	$6.07M	Buy	121,007 +50,022	+70%	+$2.51M	3.44%	7
2022 Q3	$3.56M	Buy	+70,985	New	+$3.56M	2.43%	9

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

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

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

Scott Capital Advisors's JPST Position: Q2 2026 in Review

Scott Capital Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.6% in Q2 2026, selling an estimated $557K and leaving 184,730 shares worth $9.34M. The position accounts for 1.46% of the portfolio, ranked #18.

Scott Capital Advisors first reported a position in JPST in Q3 2022 and has held it in 16 quarters since. The position peaked at $12.8M in Q2 2025. 447 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Scott Capital Advisors held 184,730 shares of JPMorgan Ultra-Short Income ETF worth $9.34M as of Q2 2026.
Scott Capital Advisors sold 11,024 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $557K.
JPMorgan Ultra-Short Income ETF made up 1.46% of Scott Capital Advisors's portfolio in Q2 2026, its #18 holding.
Scott Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 16 quarters since.
Scott Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $12.8M in Q2 2025.
447 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.