Cerity Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cerity Partners’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	$276M	Buy	5,448,316 +261,443	+5%	+$13.2M	0.33%	59
2026 Q1	$263M	Buy	5,186,873 +303,940	+6%	+$15.4M	0.37%	49
2025 Q4	$247M	Sell	4,882,933 -210,011	-4%	-$10.6M	0.36%	51
2025 Q3	$258M	Sell	5,092,944 -138,190	-3%	-$7M	0.42%	42
2025 Q2	$265M	Buy	5,231,134 +279,573	+6%	+$14.1M	0.47%	37
2025 Q1	$251M	Buy	4,951,561 +393,586	+9%	+$19.9M	0.51%	35
2024 Q4	$230M	Buy	4,557,975 +987,602	+28%	+$49.9M	0.5%	35
2024 Q3	$181M	Buy	3,570,373 +308,312	+9%	+$15.6M	0.4%	48
2024 Q2	$165M	Sell	3,262,061 -89,012	-3%	-$4.48M	0.43%	46
2024 Q1	$169M	Sell	3,351,073 -1,177,651	-26%	-$59.3M	0.45%	43
2023 Q4	$229M	Sell	4,528,724 -441,605	-9%	-$22.2M	0.75%	21
2023 Q3	$249M	Sell	4,970,329 -194,546	-4%	-$9.75M	1.21%	9
2023 Q2	$259M	Buy	5,164,875 +1,620,208	+46%	+$81.3M	1.01%	13
2023 Q1	$178M	Buy	3,544,667 +3,039,036	+601%	+$153M	0.42%	32
2022 Q4	$25.4M	Buy	505,631 +217,603	+76%	+$10.9M	0.16%	135
2022 Q3	$14.4M	Sell	288,028 -17,583	-6%	-$881K	0.17%	120
2022 Q2	$15.3M	Buy	+305,611	New	+$15.3M	0.17%	125

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

Cerity Partners's JPST Position: Q2 2026 in Review

Cerity Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5% in Q2 2026, buying an estimated $13.2M and bringing the position to 5,448,316 shares worth $276M. The position accounts for 0.33% of the portfolio, ranked #59.

Cerity Partners first reported a position in JPST in Q2 2022 and has held it in 17 quarters since. 1,193 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Cerity Partners held 5,448,316 shares of JPMorgan Ultra-Short Income ETF worth $276M as of Q2 2026.
Cerity Partners bought 261,443 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $13.2M.
JPMorgan Ultra-Short Income ETF made up 0.33% of Cerity Partners's portfolio in Q2 2026, its #59 holding.
Cerity Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 17 quarters since.
1,193 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.