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 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 $1.56T 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 $377B AUM 19.32% 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 $15.5B AUM 18.35% 1-Year Est. Return

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

Ceera Investments's JPST Position: Q1 2026 in Review

Ceera Investments increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 64% in Q1 2026, buying an estimated $7.79M and bringing the position to 395,152 shares worth $20M. The position accounts for 8.77% of the portfolio, ranked #2.

Ceera Investments first reported a position in JPST in Q3 2021 and has held it in 13 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Ceera Investments held 395,152 shares of JPMorgan Ultra-Short Income ETF worth $20M as of Q1 2026.
Ceera Investments bought 153,749 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $7.79M.
JPMorgan Ultra-Short Income ETF made up 8.77% of Ceera Investments's portfolio in Q1 2026, its #2 holding.
Ceera Investments first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 13 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Ceera Investments's 13F filing for Q1 2026, filed 6 May 2026.