Clear Creek Financial Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Clear Creek Financial 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 Q2	$4.23M	Buy	83,639 +5,464	+7%	+$276K	0.27%	86
2026 Q1	$3.96M	Buy	78,175 +9,663	+14%	+$489K	0.3%	76
2025 Q4	$3.47M	Sell	68,512 -28,119	-29%	-$1.42M	0.28%	76
2025 Q3	$4.9M	Sell	96,631 -1,251	-1%	-$63.3K	0.42%	47
2025 Q2	$4.96M	Buy	97,882 +1,501	+2%	+$75.8K	0.47%	42
2025 Q1	$4.88M	Buy	96,381 +13,328	+16%	+$673K	0.51%	39
2024 Q4	$4.18M	Buy	83,053 +12,612	+18%	+$637K	0.45%	45
2024 Q3	$3.57M	Sell	70,441 -1,122	-2%	-$56.7K	0.4%	51
2024 Q2	$3.61M	Buy	71,563 +6,348	+10%	+$320K	0.44%	49
2024 Q1	$3.29M	Sell	65,215 -4,834	-7%	-$243K	0.42%	51
2023 Q4	$3.52M	Sell	70,049 -28,908	-29%	-$1.45M	0.56%	33
2023 Q3	$4.97M	Buy	98,957 +6,835	+7%	+$342K	0.87%	21
2023 Q2	$4.62M	Buy	92,122 +18,053	+24%	+$906K	0.8%	30
2023 Q1	$3.73M	Buy	74,069 +43,540	+143%	+$2.19M	0.71%	32
2022 Q4	$1.53M	Buy	+30,529	New	+$1.53M	0.34%	73
2022 Q3	–	Sell	-15,815	Closed	-$792K	–	302
2022 Q2	$792K	Buy	15,815 +10,226	+183%	+$513K	0.17%	113
2022 Q1	$281K	Buy	5,589 +217	+4%	+$10.9K	0.04%	267
2021 Q4	$271K	Sell	5,372 -328	-6%	-$16.6K	0.04%	267
2021 Q3	$289K	Sell	5,700 -1,300	-19%	-$65.9K	0.05%	246
2021 Q2	$355K	Buy	+7,000	New	+$355K	0.05%	213
2021 Q1	–	Sell	-6,700	Closed	-$340K	–	162
2020 Q4	$340K	Buy	+6,700	New	+$340K	0.07%	224
2020 Q3	–	Sell	-10,150	Closed	-$514K	–	174
2020 Q2	$514K	Hold	10,150	–	–	0.13%	113
2020 Q1	$510K	Buy	+10,150	New	+$510K	0.19%	76

Other funds holding JPST

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clear Creek Financial Management's JPST Position: Q2 2026 in Review

Clear Creek Financial Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7% in Q2 2026, buying an estimated $276K and bringing the position to 83,639 shares worth $4.23M. The position accounts for 0.27% of the portfolio, ranked #86.

Clear Creek Financial Management first reported a position in JPST in Q1 2020 and has held it in 23 quarters since. The position peaked at $4.97M in Q3 2023. 834 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Clear Creek Financial Management held 83,639 shares of JPMorgan Ultra-Short Income ETF worth $4.23M as of Q2 2026.
Clear Creek Financial Management bought 5,464 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $276K.
JPMorgan Ultra-Short Income ETF made up 0.27% of Clear Creek Financial Management's portfolio in Q2 2026, its #86 holding.
Clear Creek Financial Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 23 quarters since.
Clear Creek Financial Management's JPMorgan Ultra-Short Income ETF position peaked at $4.97M in Q3 2023.
834 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.