U.S. Capital Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

U.S. Capital Wealth 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 Q1	$1.27M	Buy	25,008 +4,755	+23%	+$241K	0.03%	457
2025 Q4	$1.02M	Buy	20,253 +6,217	+44%	+$315K	0.03%	478
2025 Q3	$712K	Buy	14,036 +1,525	+12%	+$77.2K	0.02%	544
2025 Q2	$634K	Buy	12,511 +1,000	+9%	+$50.5K	0.02%	542
2025 Q1	$583K	Buy	11,511 +2,074	+22%	+$105K	0.02%	552
2024 Q4	$475K	Buy	+9,437	New	+$477K	0.01%	574
2023 Q1	–	Sell	-600	Closed	-$30.1K	–	1099
2022 Q4	$30.1K	Buy	+600	New	+$30.1K	﹤0.01%	1004
2022 Q2	–	Sell	-9,000	Closed	-$452K	–	705
2022 Q1	$452K	Buy	+9,000	New	+$453K	0.02%	532
2021 Q4	–	Sell	-8,413	Closed	-$427K	–	738
2021 Q3	$427K	Buy	+8,413	New	+$427K	0.02%	537

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

U.S. Capital Wealth Advisors's JPST Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 23% in Q1 2026, buying an estimated $241K and bringing the position to 25,008 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #457.

U.S. Capital Wealth Advisors first reported a position in JPST in Q3 2021 and has held it in 9 quarters since. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

U.S. Capital Wealth Advisors held 25,008 shares of JPMorgan Ultra-Short Income ETF worth $1.27M as of Q1 2026.
U.S. Capital Wealth Advisors bought 4,755 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $241K.
JPMorgan Ultra-Short Income ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #457 holding.
U.S. Capital Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 9 quarters since.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.