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

Triumph 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 Q2	$6.17M	Sell	122,061 -348	-0.3%	-$17.6K	1.12%	18
2026 Q1	$6.2M	Sell	122,409 -24,955	-17%	-$1.26M	1.26%	17
2025 Q4	$7.46M	Buy	147,364 +11,303	+8%	+$573K	1.61%	10
2025 Q3	$6.9M	Buy	136,061 +4,822	+4%	+$244K	1.85%	8
2025 Q2	$6.65M	Buy	131,239 +931	+0.7%	+$47K	2%	9
2025 Q1	$6.6M	Buy	130,308 +38,318	+42%	+$1.94M	2.2%	8
2024 Q4	$4.63M	Sell	91,990 -6,325	-6%	-$319K	1.59%	13
2024 Q3	$4.99M	Sell	98,315 -19,639	-17%	-$992K	1.78%	11
2024 Q2	$5.95M	Sell	117,954 -79,317	-40%	-$3.99M	2.32%	8
2024 Q1	$9.95M	Sell	197,271 -72,848	-27%	-$3.67M	4.06%	2
2023 Q4	$13.6M	Buy	270,119 +14,224	+6%	+$714K	5.79%	2
2023 Q3	$12.8M	Sell	255,895 -31,608	-11%	-$1.58M	5.83%	2
2023 Q2	$14.4M	Sell	287,503 -65,523	-19%	-$3.29M	6.53%	2
2023 Q1	$17.8M	Buy	353,026 +225,756	+177%	+$11.3M	9.08%	1
2022 Q4	$6.4M	Buy	127,270 +36,776	+41%	+$1.84M	3.43%	5
2022 Q3	$4.54M	Buy	90,494 +20,664	+30%	+$1.04M	2.47%	7
2022 Q2	$3.5M	Buy	69,830 +2,854	+4%	+$143K	1.85%	9
2022 Q1	$3.37M	Sell	66,976 -39,578	-37%	-$1.99M	1.46%	15
2021 Q4	$5.38M	Sell	106,554 -16,469	-13%	-$833K	2.33%	5
2021 Q3	$6.24M	Buy	+123,023	New	+$6.24M	2.92%	5

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Triumph Capital Management's JPST Position: Q2 2026 in Review

Triumph Capital Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.28% in Q2 2026, selling an estimated $17.6K and leaving 122,061 shares worth $6.17M. The position accounts for 1.12% of the portfolio, ranked #18.

Triumph Capital Management first reported a position in JPST in Q3 2021 and has held it in 20 quarters since. The position peaked at $17.8M in Q1 2023. 516 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Triumph Capital Management held 122,061 shares of JPMorgan Ultra-Short Income ETF worth $6.17M as of Q2 2026.
Triumph Capital Management sold 348 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $17.6K.
JPMorgan Ultra-Short Income ETF made up 1.12% of Triumph Capital Management's portfolio in Q2 2026, its #18 holding.
Triumph Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 20 quarters since.
Triumph Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $17.8M in Q1 2023.
516 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.