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

Waterloo Capital’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
-21,857
Closed -$1.11M – 501
2025
Q4 		$1.11M Sell
21,857
-5,694
-21% -$289K 0.08% 197
2025
Q3 		$1.4M Buy
27,551
+18,860
+217% +$955K 0.1% 169
2025
Q2 		$440K Hold
8,691
– – 0.04% 288
2025
Q1 		$440K Sell
8,691
-166
-2% -$8.38K 0.04% 266
2024
Q4 		$446K Sell
8,857
-5,625
-39% -$284K 0.05% 247
2024
Q3 		$735K Sell
14,482
-1,846
-11% -$93.3K 0.08% 190
2024
Q2 		$824K Sell
16,328
-307
-2% -$15.5K 0.1% 165
2024
Q1 		$839K Sell
16,635
-918
-5% -$46.2K 0.11% 168
2023
Q4 		$882K Sell
17,553
-4,334
-20% -$217K 0.14% 150
2023
Q3 		$1.1M Buy
21,887
+13,462
+160% +$674K 0.32% 65
2023
Q2 		$422K Sell
8,425
-128,503
-94% -$6.45M 0.12% 103
2023
Q1 		$6.89M Buy
+136,928
New +$6.88M 2.13% 15
2020
Q1 		$2.23M Buy
+44,851
New +$2.26M 1.58% 14

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 $15.5B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waterloo Capital's JPST Position: Q1 2026 in Review

Waterloo Capital sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 21,857 shares — an estimated $1.11M sold.

Waterloo Capital first reported a position in JPST in Q1 2020 and held it in 13 quarters. The position peaked at $6.89M in Q1 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Waterloo Capital reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • Waterloo Capital sold 21,857 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.11M.
  • Waterloo Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and held it in 13 quarters.
  • Waterloo Capital's JPMorgan Ultra-Short Income ETF position peaked at $6.89M in Q1 2023.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.