CIBC Private Wealth Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$263K	Buy	5,200 +2,722	+110%	+$138K	﹤0.01%	1069
2025 Q3	$126K	Buy	2,478 +540	+28%	+$27.3K	﹤0.01%	1390
2025 Q2	$98.2K	Sell	1,938 -1,088	-36%	-$55K	﹤0.01%	1390
2025 Q1	$153K	Buy	3,026 +34	+1%	+$1.72K	﹤0.01%	1180
2024 Q4	$151K	Buy	2,992 +1,054	+54%	+$53.2K	﹤0.01%	1268
2024 Q3	$98.3K	Sell	1,938 -95	-5%	-$4.8K	﹤0.01%	1486
2024 Q2	$102K	Hold	2,033	–	–	﹤0.01%	1392
2024 Q1	$102K	Buy	+2,033	New	+$102K	﹤0.01%	1390
2022 Q4	–	Sell	-34,099	Closed	-$1.71M	–	899
2022 Q3	$1.71M	Buy	+34,099	New	+$1.71M	﹤0.01%	505
2022 Q2	–	Sell	-157	Closed	-$8K	–	1250
2022 Q1	$8K	Buy	+157	New	+$7.91K	﹤0.01%	1157
2018 Q3	–	Sell	-200	Closed	-$10K	–	1345
2018 Q2	$10K	Buy	+200	New	+$10K	﹤0.01%	1564

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

CIBC Private Wealth Group's JPST Position: Q4 2025 in Review

CIBC Private Wealth Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 110% in Q4 2025, buying an estimated $138K and bringing the position to 5,200 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

CIBC Private Wealth Group first reported a position in JPST in Q2 2018 and has held it in 11 quarters since. The position peaked at $1.71M in Q3 2022. 1,202 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

CIBC Private Wealth Group held 5,200 shares of JPMorgan Ultra-Short Income ETF worth $263K as of Q4 2025.
CIBC Private Wealth Group bought 2,722 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $138K.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1069 holding.
CIBC Private Wealth Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 11 quarters since.
CIBC Private Wealth Group's JPMorgan Ultra-Short Income ETF position peaked at $1.71M in Q3 2022.
1,202 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.