Cobblestone Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cobblestone Asset 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	$36.3M	Buy	716,865 +170,502	+31%	+$8.61M	15.12%	1
2026 Q1	$27.7M	Sell	546,363 -69,015	-11%	-$3.49M	12.43%	1
2025 Q4	$31.1M	Buy	615,378 +10,524	+2%	+$533K	13.97%	1
2025 Q3	$30.7M	Buy	604,854 +58,890	+11%	+$2.98M	14.03%	1
2025 Q2	$27.7M	Buy	545,964 +464,351	+569%	+$23.5M	14.55%	1
2025 Q1	$4.13M	Buy	81,613 +9,413	+13%	+$475K	2.41%	14
2024 Q4	$3.64M	Sell	72,200 -121,713	-63%	-$6.15M	2.37%	15
2024 Q3	$9.84M	Sell	193,913 -26,344	-12%	-$1.33M	5.92%	4
2024 Q2	$11.1M	Buy	220,257 +106,556	+94%	+$5.37M	7.2%	3
2024 Q1	$5.74M	Sell	113,701 -44,203	-28%	-$2.23M	3.89%	8
2023 Q4	$7.93M	Buy	157,904 +109,033	+223%	+$5.47M	5.85%	4
2023 Q3	$2.45M	Buy	+48,871	New	+$2.45M	2.02%	12

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

Cobblestone Asset Management's JPST Position: Q2 2026 in Review

Cobblestone Asset Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 31% in Q2 2026, buying an estimated $8.61M and bringing the position to 716,865 shares worth $36.3M. The position accounts for 15.12% of the portfolio, ranked #1.

Cobblestone Asset Management first reported a position in JPST in Q3 2023 and has held it in 12 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Cobblestone Asset Management held 716,865 shares of JPMorgan Ultra-Short Income ETF worth $36.3M as of Q2 2026.
Cobblestone Asset Management bought 170,502 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $8.61M.
JPMorgan Ultra-Short Income ETF made up 15.12% of Cobblestone Asset Management's portfolio in Q2 2026, its #1 holding.
Cobblestone Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and has held it in 12 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Cobblestone Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.