Cherry Tree Wealth Management
JPST icon

Cherry Tree Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cherry Tree Wealth Management’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
Q3 		$2.02M Sell
40,133
-2,892
-7% -$146K 0.38% 54
2026
Q2 		$2.18M Buy
43,025
+4,984
+13% +$252K 0.41% 51
2026
Q1 		$1.93M Buy
38,041
+3,167
+9% +$160K 0.41% 51
2025
Q4 		$1.76M Buy
34,874
+9,365
+37% +$475K 0.37% 53
2025
Q3 		$1.29M Buy
25,509
+3,021
+13% +$153K 0.28% 63
2025
Q2 		$1.14M Buy
22,488
+533
+2% +$26.9K 0.26% 66
2025
Q1 		$1.11M Buy
21,955
+1,463
+7% +$73.9K 0.27% 67
2024
Q4 		$1.03M Buy
20,492
+2,109
+11% +$107K 0.26% 67
2024
Q3 		$933K Buy
18,383
+1,790
+11% +$90.5K 0.22% 73
2024
Q2 		$837K Sell
16,593
-100
-0.6% -$5.04K 0.21% 74
2024
Q1 		$842K Sell
16,693
-170
-1% -$8.56K 0.21% 72
2023
Q4 		$847K Sell
16,863
-305
-2% -$15.3K 0.23% 70
2023
Q3 		$861K Buy
17,168
+735
+4% +$36.8K 0.25% 60
2023
Q2 		$824K Buy
+16,433
New +$825K 0.24% 60

Other funds holding JPST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Fluent Financial
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Cherry Tree Wealth Management's JPST Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.7% in Q3 2026, selling an estimated $146K and leaving 40,133 shares worth $2.02M. The position accounts for 0.38% of the portfolio, ranked #54.

Cherry Tree Wealth Management first reported a position in JPST in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.18M in Q2 2026. 420 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Cherry Tree Wealth Management held 40,133 shares of JPMorgan Ultra-Short Income ETF worth $2.02M as of Q3 2026.
  • Cherry Tree Wealth Management sold 2,892 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $146K.
  • JPMorgan Ultra-Short Income ETF made up 0.38% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Cherry Tree Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $2.18M in Q2 2026.
  • 420 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.