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 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 $1.56T 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

Cerity Partners's JPST Position: Q1 2026 in Review

Cerity Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.2% in Q1 2026, buying an estimated $15.4M and bringing the position to 5,186,873 shares worth $263M. The position accounts for 0.37% of the portfolio, ranked #49.

Cerity Partners first reported a position in JPST in Q2 2022 and has held it in 16 quarters since. The position peaked at $265M in Q2 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Cerity Partners held 5,186,873 shares of JPMorgan Ultra-Short Income ETF worth $263M as of Q1 2026.
Cerity Partners bought 303,940 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $15.4M.
JPMorgan Ultra-Short Income ETF made up 0.37% of Cerity Partners's portfolio in Q1 2026, its #49 holding.
Cerity Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 16 quarters since.
Cerity Partners's JPMorgan Ultra-Short Income ETF position peaked at $265M in Q2 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.