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 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cherry Tree Wealth Management's JPST Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.1% in Q1 2026, buying an estimated $160K and bringing the position to 38,041 shares worth $1.93M. The position accounts for 0.41% of the portfolio, ranked #51.

Cherry Tree Wealth Management first reported a position in JPST in Q2 2023 and has held it in 12 quarters since. 1,209 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Cherry Tree Wealth Management held 38,041 shares of JPMorgan Ultra-Short Income ETF worth $1.93M as of Q1 2026.
Cherry Tree Wealth Management bought 3,167 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $160K.
JPMorgan Ultra-Short Income ETF made up 0.41% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #51 holding.
Cherry Tree Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 12 quarters since.
1,209 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.