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

SOL 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
Q1 		– Sell
-275,791
Closed -$14M – 188
2025
Q4 		$14M Buy
275,791
+34,080
+14% +$1.73M 1.25% 19
2025
Q3 		$12.3M Buy
241,711
+36,438
+18% +$1.84M 1.1% 24
2025
Q2 		$10.4M Sell
205,273
-3,503
-2% -$177K 1.01% 24
2025
Q1 		$10.6M Sell
208,776
-14,404
-6% -$728K 1.17% 22
2024
Q4 		$11.2M Buy
223,180
+14,946
+7% +$755K 1.25% 21
2024
Q3 		$10.6M Sell
208,234
-9,014
-4% -$455K 1.17% 19
2024
Q2 		$11M Buy
217,248
+45,384
+26% +$2.29M 1.32% 17
2024
Q1 		$8.67M Buy
171,864
+11,288
+7% +$568K 1.09% 22
2023
Q4 		$8.07M Buy
160,576
+27,479
+21% +$1.38M 1.1% 22
2023
Q3 		$6.68M Sell
133,097
-9,508
-7% -$476K 1.03% 28
2023
Q2 		$7.15M Buy
142,605
+51,217
+56% +$2.57M 1.08% 24
2023
Q1 		$4.6M Buy
91,388
+6,060
+7% +$305K 0.75% 35
2022
Q4 		$4.28M Buy
85,328
+45,893
+116% +$2.3M 0.76% 40
2022
Q3 		$1.98M Buy
39,435
+7,580
+24% +$380K 0.41% 77
2022
Q2 		$1.6M Buy
31,855
+860
+3% +$43.1K 0.32% 94
2022
Q1 		$1.56M Buy
30,995
+825
+3% +$41.6K 0.28% 96
2021
Q4 		$1.52M Buy
30,170
+10,575
+54% +$535K 0.28% 96
2021
Q3 		$994K Buy
19,595
+11,345
+138% +$575K 0.2% 116
2021
Q2 		$419K Buy
8,250
+3,000
+57% +$152K 0.08% 195
2021
Q1 		$266K Hold
5,250
– – 0.06% 214
2020
Q4 		$267K Buy
+5,250
New +$267K 0.06% 203

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SOL Capital Management's JPST Position: Q1 2026 in Review

SOL Capital Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 275,791 shares — an estimated $14M sold.

SOL Capital Management first reported a position in JPST in Q4 2020 and held it in 21 quarters. The position peaked at $14M in Q4 2025. 1,209 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • SOL Capital Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 275,791 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $14M.
  • SOL Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 21 quarters.
  • SOL Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $14M in Q4 2025.
  • 1,209 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.