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

Cornerstone Planning Group’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	$31.1K	Sell	616 -9	-1%	-$455	﹤0.01%	533
2026 Q1	$31.5K	Buy	625 +9	+1%	+$456	﹤0.01%	532
2025 Q4	$31.3K	Buy	616 +6	+1%	+$304	﹤0.01%	463
2025 Q3	$30.9K	Buy	610 +8	+1%	+$405	0.01%	459
2025 Q2	$30.4K	Buy	602 +9	+2%	+$455	0.01%	328
2025 Q1	$30K	Buy	593 +39	+7%	+$1.97K	0.01%	324
2024 Q4	$28K	Sell	554 -2	-0.4%	-$101	0.01%	257
2024 Q3	$28.1K	Sell	556 -1,147	-67%	-$58K	0.01%	251
2024 Q2	$85.9K	Buy	1,703 +1,695	+21,188%	+$85.4K	0.02%	144
2024 Q1	$403	Hold	8	–	–	﹤0.01%	978
2023 Q4	$402	Hold	8	–	–	﹤0.01%	799
2023 Q3	$401	Buy	+8	New	+$401	﹤0.01%	925

Other funds holding JPST

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cornerstone Planning Group's JPST Position: Q2 2026 in Review

Cornerstone Planning Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.4% in Q2 2026, selling an estimated $455 and leaving 616 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Cornerstone Planning Group first reported a position in JPST in Q3 2023 and has held it in 12 quarters since. The position peaked at $85.9K in Q2 2024. 860 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Cornerstone Planning Group held 616 shares of JPMorgan Ultra-Short Income ETF worth $31.1K as of Q2 2026.
Cornerstone Planning Group sold 9 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $455.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #533 holding.
Cornerstone Planning Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and has held it in 12 quarters since.
Cornerstone Planning Group's JPMorgan Ultra-Short Income ETF position peaked at $85.9K in Q2 2024.
860 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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