Cedarwood Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cedarwood Wealth’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	$3.17M	Buy	62,713 +17,167	+38%	+$867K	2.4%	13
2026 Q1	$2.31M	Buy	45,546 +38,789	+574%	+$1.96M	2.33%	12
2025 Q4	$343K	Buy	+6,757	New	+$342K	0.38%	53

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cedarwood Wealth's JPST Position: Q2 2026 in Review

Cedarwood Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 38% in Q2 2026, buying an estimated $867K and bringing the position to 62,713 shares worth $3.17M. The position accounts for 2.4% of the portfolio, ranked #13.

Cedarwood Wealth first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. 1,188 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Cedarwood Wealth held 62,713 shares of JPMorgan Ultra-Short Income ETF worth $3.17M as of Q2 2026.
Cedarwood Wealth bought 17,167 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $867K.
JPMorgan Ultra-Short Income ETF made up 2.4% of Cedarwood Wealth's portfolio in Q2 2026, its #13 holding.
Cedarwood Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
1,188 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Cedarwood Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.