Ceera Investments’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ceera Investments’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	$13.5M	Sell	266,246 -128,906	-33%	-$6.51M	5.71%	2
2026 Q1	$20M	Buy	395,152 +153,749	+64%	+$7.79M	8.77%	2
2025 Q4	$12.2M	Sell	241,403 -22,122	-8%	-$1.12M	4.72%	2
2025 Q3	$13.4M	Buy	263,525 +29	+0%	+$1.47K	4.17%	3
2025 Q2	$13.4M	Buy	263,496 +71,115	+37%	+$3.59M	4.09%	3
2025 Q1	$9.74M	Buy	192,381 +71,816	+60%	+$3.63M	3.35%	3
2024 Q4	$6.07M	Buy	120,565 +95,157	+375%	+$4.81M	2.08%	16
2024 Q3	$1.29M	Buy	+25,408	New	+$1.28M	0.49%	50
2023 Q1	–	Sell	-29,240	Closed	-$1.47M	–	79
2022 Q4	$1.47M	Sell	29,240 -5,615	-16%	-$281K	0.93%	42
2022 Q3	$1.75M	Sell	34,855 -27,580	-44%	-$1.38M	1.16%	34
2022 Q2	$3.13M	Sell	62,435 -30,360	-33%	-$1.52M	1.79%	22
2022 Q1	$4.67M	Sell	92,795 -11,960	-11%	-$602K	2.32%	9
2021 Q4	$5.29M	Buy	104,755 +4,785	+5%	+$242K	2.74%	8
2021 Q3	$5.07M	Buy	+99,970	New	+$5.07M	2.79%	10

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

Ceera Investments's JPST Position: Q2 2026 in Review

Ceera Investments reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 33% in Q2 2026, selling an estimated $6.51M and leaving 266,246 shares worth $13.5M. The position accounts for 5.71% of the portfolio, ranked #2.

Ceera Investments first reported a position in JPST in Q3 2021 and has held it in 14 quarters since. The position peaked at $20M in Q1 2026. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Ceera Investments held 266,246 shares of JPMorgan Ultra-Short Income ETF worth $13.5M as of Q2 2026.
Ceera Investments sold 128,906 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $6.51M.
JPMorgan Ultra-Short Income ETF made up 5.71% of Ceera Investments's portfolio in Q2 2026, its #2 holding.
Ceera Investments first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 14 quarters since.
Ceera Investments's JPMorgan Ultra-Short Income ETF position peaked at $20M in Q1 2026.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.