TCM
JPST icon

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

TD 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 		$13.6M Buy
268,412
+1,657
+0.6% +$83.9K 1.22% 22
2025
Q4 		$13.5M Buy
266,755
+2,742
+1% +$139K 1.2% 20
2025
Q3 		$13.4M Buy
264,013
+37,056
+16% +$1.88M 1.21% 21
2025
Q2 		$11.5M Buy
226,957
+9,651
+4% +$487K 1.09% 23
2025
Q1 		$11M Buy
217,306
+13,932
+7% +$704K 1.11% 23
2024
Q4 		$10.2M Sell
203,374
-14,073
-6% -$711K 1.04% 22
2024
Q3 		$11M Buy
217,447
+24,054
+12% +$1.22M 1.1% 22
2024
Q2 		$9.76M Buy
193,393
+16,692
+9% +$841K 1.02% 24
2024
Q1 		$8.91M Buy
176,701
+84,196
+91% +$4.24M 0.95% 25
2023
Q4 		$4.65M Buy
92,505
+64,319
+228% +$3.23M 0.53% 36
2023
Q3 		$1.41M Buy
28,186
+4,300
+18% +$215K 0.17% 43
2023
Q2 		$1.2M Buy
23,886
+12,404
+108% +$623K 0.14% 43
2023
Q1 		$578K Sell
11,482
-219
-2% -$11K 0.07% 53
2022
Q4 		$587K Buy
11,701
+841
+8% +$42.2K 0.08% 51
2022
Q3 		$545K Buy
10,860
+5,996
+123% +$301K 0.08% 53
2022
Q2 		$244K Sell
4,864
-4,436
-48% -$223K 0.03% 75
2022
Q1 		$468K Sell
9,300
-12,534
-57% -$631K 0.06% 60
2021
Q4 		$1.1M Sell
21,834
-495
-2% -$25K 0.12% 40
2021
Q3 		$1.13M Buy
22,329
+20,423
+1,072% +$1.04M 0.14% 39
2021
Q2 		$97K Sell
1,906
-2,788
-59% -$141K 0.01% 109
2021
Q1 		$238K Sell
4,694
-325
-6% -$16.5K 0.03% 63
2020
Q4 		$255K Buy
5,019
+1,880
+60% +$95.5K 0.04% 54
2020
Q3 		$159K Sell
3,139
-2,548
-45% -$129K 0.02% 62
2020
Q2 		$288K Sell
5,687
-3,799
-40% -$191K 0.05% 49
2020
Q1 		$471K Buy
9,486
+1,622
+21% +$81.6K 0.09% 39
2019
Q4 		$397K Buy
7,864
+1,187
+18% +$59.9K 0.06% 43
2019
Q3 		$337K Buy
6,677
+3,979
+147% +$201K 0.06% 48
2019
Q2 		$136K Buy
2,698
+434
+19% +$21.9K 0.03% 58
2019
Q1 		$114K Buy
2,264
+16
+0.7% +$804 0.02% 59
2018
Q4 		$113K Buy
2,248
+1,034
+85% +$51.9K 0.03% 56
2018
Q3 		$61K Buy
+1,214
New +$60.9K 0.02% 81

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

TD Capital Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.62% in Q1 2026, buying an estimated $83.9K and bringing the position to 268,412 shares worth $13.6M. The position accounts for 1.22% of the portfolio, ranked #22.

TD Capital Management first reported a position in JPST in Q3 2018 and has held it in 31 quarters since. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • TD Capital Management held 268,412 shares of JPMorgan Ultra-Short Income ETF worth $13.6M as of Q1 2026.
  • TD Capital Management bought 1,657 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $83.9K.
  • JPMorgan Ultra-Short Income ETF made up 1.22% of TD Capital Management's portfolio in Q1 2026, its #22 holding.
  • TD Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 31 quarters since.
  • 1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.