CLA (CliftonLarsonAllen) Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

CLA (CliftonLarsonAllen) 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	$18M	Sell	356,830 -5,233	-1%	-$264K	0.24%	51
2026 Q1	$18.3M	Sell	362,063 -80,858	-18%	-$4.09M	0.27%	48
2025 Q4	$22.4M	Buy	442,921 +36,236	+9%	+$1.84M	0.34%	41
2025 Q3	$20.6M	Buy	406,685 +23,129	+6%	+$1.17M	0.33%	44
2025 Q2	$19.4M	Buy	383,556 +1,664	+0.4%	+$84.1K	0.33%	45
2025 Q1	$19.3M	Buy	381,892 +26,270	+7%	+$1.33M	0.36%	44
2024 Q4	$17.9M	Sell	355,622 -719	-0.2%	-$36.3K	0.35%	43
2024 Q3	$18.1M	Sell	356,341 -2,601	-0.7%	-$131K	0.42%	43
2024 Q2	$18.1M	Sell	358,942 -61,132	-15%	-$3.08M	0.39%	41
2024 Q1	$21.2M	Sell	420,074 -97,853	-19%	-$4.93M	0.48%	37
2023 Q4	$26M	Buy	517,927 +25,400	+5%	+$1.27M	0.65%	32
2023 Q3	$24.7M	Sell	492,527 -28,871	-6%	-$1.45M	0.69%	32
2023 Q2	$26.1M	Buy	521,398 +15,792	+3%	+$793K	0.73%	33
2023 Q1	$25.4M	Buy	505,606 +8,711	+2%	+$438K	0.75%	33
2022 Q4	$24.9M	Buy	496,895 +36,041	+8%	+$1.81M	0.93%	30
2022 Q3	$23.1M	Buy	460,854 +16,304	+4%	+$817K	2.85%	9
2022 Q2	$22.3M	Sell	444,550 -212,715	-32%	-$10.7M	0.93%	32
2022 Q1	$33M	Buy	657,265 +31,048	+5%	+$1.56M	1.18%	25
2021 Q4	$31.6M	Sell	626,217 -18,220	-3%	-$922K	1.15%	25
2021 Q3	$32.7M	Sell	644,437 -38,124	-6%	-$1.93M	1.28%	23
2021 Q2	$34.6M	Sell	682,561 -205,802	-23%	-$10.4M	1.42%	21
2021 Q1	$45.1M	Sell	888,363 -361,655	-29%	-$18.4M	2.13%	17
2020 Q4	$63.5M	Buy	1,250,018 +5,806	+0.5%	+$295K	3.12%	9
2020 Q3	$63.2M	Buy	1,244,212 +476,101	+62%	+$24.2M	3.56%	8
2020 Q2	$39M	Buy	+768,111	New	+$38.7M	2.38%	12

Other funds holding JPST

HWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's JPST Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.4% in Q2 2026, selling an estimated $264K and leaving 356,830 shares worth $18M. The position accounts for 0.24% of the portfolio, ranked #51.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JPST in Q2 2020 and has held it in 25 quarters since. The position peaked at $63.5M in Q4 2020. 570 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 356,830 shares of JPMorgan Ultra-Short Income ETF worth $18M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 5,233 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $264K.
JPMorgan Ultra-Short Income ETF made up 0.24% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #51 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 25 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $63.5M in Q4 2020.
570 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.