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

Clear Trail 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	$625K	Buy	12,354 +5,278	+75%	+$267K	0.1%	111
2026 Q1	$358K	Sell	7,076 -2,392	-25%	-$121K	0.06%	126
2025 Q4	$479K	Buy	+9,468	New	+$480K	0.11%	92

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 Trail Advisors's JPST Position: Q2 2026 in Review

Clear Trail Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 75% in Q2 2026, buying an estimated $267K and bringing the position to 12,354 shares worth $625K. The position accounts for 0.1% of the portfolio, ranked #111.

Clear Trail Advisors first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. 1,188 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Clear Trail Advisors held 12,354 shares of JPMorgan Ultra-Short Income ETF worth $625K as of Q2 2026.
Clear Trail Advisors bought 5,278 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $267K.
JPMorgan Ultra-Short Income ETF made up 0.1% of Clear Trail Advisors's portfolio in Q2 2026, its #111 holding.
Clear Trail Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
1,188 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.