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

Clearstead 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 		$15.1M Buy
298,529
+295,476
+9,678% +$14.9M 0.14% 129
2026
Q1 		$155K Hold
3,053
– – ﹤0.01% 1036
2025
Q4 		$154K Buy
3,053
+1,119
+58% +$56.7K ﹤0.01% 987
2025
Q3 		$98.1K Hold
1,934
– – ﹤0.01% 1062
2025
Q2 		$98K Hold
1,934
– – ﹤0.01% 1064
2025
Q1 		$97.9K Sell
1,934
-427
-18% -$21.6K ﹤0.01% 1003
2024
Q4 		$119K Buy
2,361
+100
+4% +$5.05K ﹤0.01% 977
2024
Q3 		$115K Hold
2,261
– – ﹤0.01% 999
2024
Q2 		$114K Buy
+2,261
New +$114K ﹤0.01% 969
2024
Q1 		– Sell
-796
Closed -$40K – 1593
2023
Q4 		$40K Sell
796
-2,766
-78% -$139K ﹤0.01% 799
2023
Q3 		$179K Buy
3,562
+3,279
+1,159% +$164K 0.01% 591
2023
Q2 		$14.2K Sell
283
-1,477
-84% -$74.1K ﹤0.01% 939
2023
Q1 		$88.6K Hold
1,760
– – 0.01% 531
2022
Q4 		$88.2K Hold
1,760
– – 0.01% 526
2022
Q3 		$88K Sell
1,760
-500
-22% -$25.1K 0.01% 501
2022
Q2 		$113K Sell
2,260
-50
-2% -$2.51K 0.01% 477
2022
Q1 		$116K Hold
2,310
– – 0.01% 518
2021
Q4 		$117K Buy
+2,310
New +$117K 0.01% 496

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearstead Advisors's JPST Position: Q2 2026 in Review

Clearstead Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9,678% in Q2 2026, buying an estimated $14.9M and bringing the position to 298,529 shares worth $15.1M. The position accounts for 0.14% of the portfolio, ranked #129.

Clearstead Advisors first reported a position in JPST in Q4 2021 and has held it in 18 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Clearstead Advisors held 298,529 shares of JPMorgan Ultra-Short Income ETF worth $15.1M as of Q2 2026.
  • Clearstead Advisors bought 295,476 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $14.9M.
  • JPMorgan Ultra-Short Income ETF made up 0.14% of Clearstead Advisors's portfolio in Q2 2026, its #129 holding.
  • Clearstead Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.