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Cornerstone Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cornerstone Advisory’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 		$9.51M Sell
187,979
-13,361
-7% -$675K 0.79% 26
2026
Q1 		$10.2M Buy
201,340
+8,620
+4% +$437K 0.96% 24
2025
Q4 		$9.75M Sell
192,720
-4,913
-2% -$249K 0.93% 26
2025
Q3 		$10M Buy
197,633
+18,687
+10% +$946K 0.98% 26
2025
Q2 		$9.07M Buy
178,946
+10,127
+6% +$512K 0.97% 26
2025
Q1 		$8.52M Buy
168,819
+99,364
+143% +$5.02M 0.99% 24
2024
Q4 		$3.51M Buy
69,455
+855
+1% +$43.2K 0.4% 50
2024
Q3 		$3.48M Sell
68,600
-28,566
-29% -$1.44M 0.46% 48
2024
Q2 		$4.9M Sell
97,166
-19,193
-16% -$966K 0.69% 38
2024
Q1 		$5.87M Sell
116,359
-336,385
-74% -$16.9M 0.84% 31
2023
Q4 		$22.7M Sell
452,744
-30,378
-6% -$1.52M 3.55% 5
2023
Q3 		$24.2M Sell
483,122
-32,506
-6% -$1.63M 4.24% 4
2023
Q2 		$25.9M Sell
515,628
-115,372
-18% -$5.79M 4.54% 4
2023
Q1 		$31.8M Buy
631,000
+84,320
+15% +$4.24M 5.72% 2
2022
Q4 		$27.4M Buy
546,680
+70,406
+15% +$3.53M 5.4% 2
2022
Q3 		$23.9M Buy
476,274
+132,000
+38% +$6.62M 5.34% 3
2022
Q2 		$17.2M Sell
344,274
-77,163
-18% -$3.87M 3.95% 6
2022
Q1 		$21.2M Sell
421,437
-65,067
-13% -$3.28M 3.23% 6
2021
Q4 		$24.6M Sell
486,504
-59,909
-11% -$3.03M 3.53% 6
2021
Q3 		$27.7M Buy
546,413
+29,674
+6% +$1.51M 4.59% 5
2021
Q2 		$26.2M Sell
516,739
-2,138
-0.4% -$108K 4.42% 5
2021
Q1 		$26.3M Sell
518,877
-46,042
-8% -$2.34M 4.98% 4
2020
Q4 		$28.7M Sell
564,919
-32,997
-6% -$1.68M 5.81% 2
2020
Q3 		$30.4M Buy
597,916
+68,410
+13% +$3.48M 7.08% 1
2020
Q2 		$26.9M Buy
529,506
+41,117
+8% +$2.07M 7.01% 1
2020
Q1 		$24.3M Sell
488,389
-97,128
-17% -$4.88M 7.38% 1
2019
Q4 		$29.5M Buy
585,517
+132,003
+29% +$6.66M 6.11% 1
2019
Q3 		$22.9M Buy
453,514
+31,478
+7% +$1.59M 4.93% 2
2019
Q2 		$21.3M Buy
422,036
+17,760
+4% +$895K 4.61% 1
2019
Q1 		$20.3M Buy
404,276
+94,220
+30% +$4.74M 4.47% 2
2018
Q4 		$15.5M Buy
310,056
+70,146
+29% +$3.52M 4.08% 3
2018
Q3 		$12M Buy
239,910
+73,360
+44% +$3.68M 3.57% 5
2018
Q2 		$8.34M Buy
+166,550
New +$8.35M 2.75% 9

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

Cornerstone Advisory's JPST Position: Q2 2026 in Review

Cornerstone Advisory reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.6% in Q2 2026, selling an estimated $675K and leaving 187,979 shares worth $9.51M. The position accounts for 0.79% of the portfolio, ranked #26.

Cornerstone Advisory first reported a position in JPST in Q2 2018 and has held it in 33 quarters since. The position peaked at $31.8M in Q1 2023. 570 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Cornerstone Advisory held 187,979 shares of JPMorgan Ultra-Short Income ETF worth $9.51M as of Q2 2026.
  • Cornerstone Advisory sold 13,361 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $675K.
  • JPMorgan Ultra-Short Income ETF made up 0.79% of Cornerstone Advisory's portfolio in Q2 2026, its #26 holding.
  • Cornerstone Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 33 quarters since.
  • Cornerstone Advisory's JPMorgan Ultra-Short Income ETF position peaked at $31.8M in Q1 2023.
  • 570 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.