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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clear Point Advisors's JPST Position: Q1 2026 in Review

Clear Point Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 32,551 shares — an estimated $1.65M sold.

Clear Point Advisors first reported a position in JPST in Q4 2023 and held it in 9 quarters. The position peaked at $3.27M in Q2 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Clear Point Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 32,551 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.65M.
Clear Point Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's JPMorgan Ultra-Short Income ETF position peaked at $3.27M in Q2 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.