Centerpoint Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Centerpoint 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 Q2	$4K	Buy	77 +39	+103%	+$1.97K	﹤0.01%	370
2026 Q1	$2K	Buy	38 +29	+322%	+$1.47K	﹤0.01%	368
2025 Q4	$0	Sell	9 -388	-98%	-$19.7K	﹤0.01%	428
2025 Q3	$20K	Hold	397	–	–	0.01%	253
2025 Q2	$20K	Buy	397 +200	+102%	+$10.1K	0.01%	245
2025 Q1	$10K	Sell	197 -177	-47%	-$8.94K	﹤0.01%	323
2024 Q4	$19K	Hold	374	–	–	0.01%	271
2024 Q3	$19K	Buy	374 +205	+121%	+$10.4K	0.01%	283
2024 Q2	$9K	Sell	169 -131	-44%	-$6.6K	﹤0.01%	353
2024 Q1	$15K	Hold	300	–	–	0.01%	301
2023 Q4	$15K	Hold	300	–	–	0.01%	295
2023 Q3	$15K	Buy	+300	New	+$15K	0.01%	288

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

Centerpoint Advisors's JPST Position: Q2 2026 in Review

Centerpoint Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 103% in Q2 2026, buying an estimated $1.97K and bringing the position to 77 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Centerpoint Advisors first reported a position in JPST in Q3 2023 and has held it in 12 quarters since. The position peaked at $20K in Q3 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Centerpoint Advisors held 77 shares of JPMorgan Ultra-Short Income ETF worth $4K as of Q2 2026.
Centerpoint Advisors bought 39 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.97K.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #370 holding.
Centerpoint Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and has held it in 12 quarters since.
Centerpoint Advisors's JPMorgan Ultra-Short Income ETF position peaked at $20K in Q3 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.