Cerro Pacific Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cerro Pacific Wealth 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	$19.7M	Buy	388,992 +23,639	+6%	+$1.19M	4.45%	4
2026 Q1	$18.5M	Buy	365,353 +57,042	+19%	+$2.89M	4.85%	3
2025 Q4	$15.6M	Buy	308,311 +14,353	+5%	+$727K	4.21%	5
2025 Q3	$14.9M	Buy	293,958 +3,434	+1%	+$174K	4.08%	5
2025 Q2	$14.7M	Buy	290,524 +69,150	+31%	+$3.49M	4.09%	2
2025 Q1	$11.2M	Buy	221,374 +84,972	+62%	+$4.29M	3.62%	4
2024 Q4	$6.92M	Buy	136,402 +11,418	+9%	+$577K	2.29%	10
2024 Q3	$6.31M	Buy	124,984 +1,835	+1%	+$92.7K	2.38%	9
2024 Q2	$6.22M	Buy	+123,149	New	+$6.2M	2.38%	9
2023 Q1	$4.39M	Sell	87,267 -54,980	-39%	-$2.76M	2.43%	10
2022 Q4	$7.13M	Sell	142,247 -15,329	-10%	-$768K	3.78%	5
2022 Q3	$7.9M	Sell	157,576 -30,251	-16%	-$1.52M	4.8%	3
2022 Q2	$9.41M	Buy	187,827 +43,658	+30%	+$2.19M	5.88%	1
2022 Q1	$7.25M	Sell	144,169 -6,752	-4%	-$340K	4.44%	3
2021 Q4	$7.62M	Buy	150,921 +5,471	+4%	+$277K	4.83%	3
2021 Q3	$7.38M	Buy	145,450 +10,320	+8%	+$523K	5.31%	2
2021 Q2	$6.86M	Buy	+135,130	New	+$6.86M	5.09%	3
2020 Q4	$7.05M	Buy	+138,914	New	+$7.05M	4.21%	3

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

Cerro Pacific Wealth Advisors's JPST Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.5% in Q2 2026, buying an estimated $1.19M and bringing the position to 388,992 shares worth $19.7M. The position accounts for 4.45% of the portfolio, ranked #4.

Cerro Pacific Wealth Advisors first reported a position in JPST in Q4 2020 and has held it in 18 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Cerro Pacific Wealth Advisors held 388,992 shares of JPMorgan Ultra-Short Income ETF worth $19.7M as of Q2 2026.
Cerro Pacific Wealth Advisors bought 23,639 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.19M.
JPMorgan Ultra-Short Income ETF made up 4.45% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Cerro Pacific Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 18 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.