Scott Capital Advisors
JPST icon

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
Q3 		$9.44M Buy
187,699
+2,969
+2% +$150K 1.36% 19
2026
Q2 		$9.34M Sell
184,730
-11,024
-6% -$557K 1.46% 18
2026
Q1 		$9.9M 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 		$10M 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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Scott Capital Advisors's JPST Position: Q3 2026 in Review

Scott Capital Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.6% in Q3 2026, buying an estimated $150K and bringing the position to 187,699 shares worth $9.44M. The position accounts for 1.36% of the portfolio, ranked #19.

Scott Capital Advisors first reported a position in JPST in Q3 2022 and has held it in 17 quarters since. The position peaked at $12.8M in Q2 2025. 952 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Scott Capital Advisors held 187,699 shares of JPMorgan Ultra-Short Income ETF worth $9.44M as of Q3 2026.
  • Scott Capital Advisors bought 2,969 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $150K.
  • JPMorgan Ultra-Short Income ETF made up 1.36% of Scott Capital Advisors's portfolio in Q3 2026, its #19 holding.
  • Scott Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 17 quarters since.
  • Scott Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $12.8M in Q2 2025.
  • 952 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.