Clear Point Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Clear Point 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	$1.49M	Buy	+29,392	New	+$1.48M	1.32%	21
2026 Q1	–	Sell	-32,551	Closed	-$1.65M	–	110
2025 Q4	$1.65M	Buy	32,551 +1,518	+5%	+$76.9K	1.28%	16
2025 Q3	$1.57M	Sell	31,033 -33,580	-52%	-$1.7M	1.22%	20
2025 Q2	$3.27M	Buy	64,613 +1,920	+3%	+$97K	2.76%	9
2025 Q1	$3.17M	Buy	62,693 +8,916	+17%	+$450K	2.85%	9
2024 Q4	$2.71M	Buy	53,777 +48,221	+868%	+$2.44M	2.32%	10
2024 Q3	$282K	Sell	5,556 -957	-15%	-$48.4K	0.22%	91
2024 Q2	$329K	Sell	6,513 -429	-6%	-$21.6K	0.27%	83
2024 Q1	$350K	Buy	6,942 +3,932	+131%	+$198K	0.29%	81
2023 Q4	$151K	Buy	+3,010	New	+$151K	0.13%	113

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

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

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

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

HWM

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

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

Clear Point Advisors's JPST Position: Q2 2026 in Review

Clear Point Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 29,392 shares worth $1.49M. The stake represents 1.32% of the portfolio and ranks #21 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in JPST as recently as Q4 2025.

Clear Point Advisors first reported a position in JPST in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.27M in Q2 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Clear Point Advisors held 29,392 shares of JPMorgan Ultra-Short Income ETF worth $1.49M as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Clear Point Advisors position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 1.32% of Clear Point Advisors's portfolio in Q2 2026, its #21 holding.
Clear Point Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's JPMorgan Ultra-Short Income ETF position peaked at $3.27M in Q2 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.