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

Cornerstone Wealth 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	$477K	Buy	9,426 +2,760	+41%	+$139K	0.03%	249
2026 Q1	$337K	Sell	6,666 -12,015	-64%	-$608K	0.02%	301
2025 Q4	$945K	Buy	18,681 +278	+2%	+$14.1K	0.06%	155
2025 Q3	$934K	Buy	+18,403	New	+$932K	0.06%	148
2024 Q2	–	Sell	-4,000	Closed	-$202K	–	255
2024 Q1	$202K	Hold	4,000	–	–	0.02%	238
2023 Q4	$201K	Hold	4,000	–	–	0.03%	143
2023 Q3	$201K	Hold	4,000	–	–	0.04%	144
2023 Q2	$201K	Hold	4,000	–	–	0.04%	142
2023 Q1	$201K	Hold	4,000	–	–	0.04%	141
2022 Q4	$201K	Sell	4,000 -8,500	-68%	-$426K	0.04%	131
2022 Q3	$627K	Sell	12,500 -5,000	-29%	-$251K	0.14%	86
2022 Q2	$877K	Sell	17,500 -3,000	-15%	-$151K	0.18%	87
2022 Q1	$1.03M	Sell	20,500 -122	-0.6%	-$6.14K	0.19%	102
2021 Q4	$1.04M	Sell	20,622 -2,338	-10%	-$118K	0.18%	93
2021 Q3	$1.17M	Buy	22,960 +10,500	+84%	+$533K	0.21%	96
2021 Q2	$632K	Buy	12,460 +2,000	+19%	+$101K	0.13%	103
2021 Q1	$531K	Hold	10,460	–	–	0.11%	116
2020 Q4	$531K	Buy	10,460 +6,460	+162%	+$328K	0.13%	112
2020 Q3	$203K	Hold	4,000	–	–	0.06%	128
2020 Q2	$203K	Buy	+4,000	New	+$201K	0.05%	118
2020 Q1	–	Sell	-4,000	Closed	-$202K	–	136
2019 Q4	$202K	Hold	4,000	–	–	0.05%	130
2019 Q3	$202K	Hold	4,000	–	–	0.05%	116
2019 Q2	$202K	Sell	4,000 -3,900	-49%	-$197K	0.05%	144
2019 Q1	$397K	Buy	+7,900	New	+$397K	0.1%	125

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

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

Cornerstone Wealth Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 41% in Q2 2026, buying an estimated $139K and bringing the position to 9,426 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #249.

Cornerstone Wealth Group first reported a position in JPST in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.17M in Q3 2021. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Cornerstone Wealth Group held 9,426 shares of JPMorgan Ultra-Short Income ETF worth $477K as of Q2 2026.
Cornerstone Wealth Group bought 2,760 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $139K.
JPMorgan Ultra-Short Income ETF made up 0.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #249 holding.
Cornerstone Wealth Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 24 quarters since.
Cornerstone Wealth Group's JPMorgan Ultra-Short Income ETF position peaked at $1.17M in Q3 2021.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.