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

Cornerstone Wealth 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 Q1	$3.59M	Sell	70,987 -4,571	-6%	-$231K	0.18%	121
2025 Q4	$3.82M	Buy	75,558 +2,063	+3%	+$105K	0.2%	113
2025 Q3	$3.73M	Buy	73,495 +9,817	+15%	+$497K	0.21%	109
2025 Q2	$3.23M	Buy	63,678 +862	+1%	+$43.5K	0.2%	110
2025 Q1	$3.18M	Buy	62,816 +11,121	+22%	+$562K	0.22%	105
2024 Q4	$2.6M	Buy	51,695 +2,178	+4%	+$110K	0.18%	116
2024 Q3	$2.51M	Sell	49,517 -1,060	-2%	-$53.6K	0.18%	115
2024 Q2	$2.55M	Buy	50,577 +13,009	+35%	+$655K	0.2%	110
2024 Q1	$1.9M	Sell	37,568 -480	-1%	-$24.2K	0.15%	134
2023 Q4	$1.91M	Buy	38,048 +8,732	+30%	+$438K	0.16%	127
2023 Q3	$1.47M	Buy	29,316 +15,735	+116%	+$788K	0.14%	147
2023 Q2	$681K	Buy	13,581 +8,125	+149%	+$408K	0.06%	250
2023 Q1	$275K	Buy	+5,456	New	+$274K	0.03%	387
2019 Q1	–	Sell	-5,520	Closed	-$277K	–	514
2018 Q4	$277K	Buy	+5,520	New	+$277K	0.06%	268
2018 Q3	–	Sell	-311,333	Closed	-$6.21M	–	1418
2018 Q2	$6.21M	Buy	+311,333	New	+$15.6M	0.07%	271

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cornerstone Wealth Management's JPST Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6% in Q1 2026, selling an estimated $231K and leaving 70,987 shares worth $3.59M. The position accounts for 0.18% of the portfolio, ranked #121.

Cornerstone Wealth Management first reported a position in JPST in Q2 2018 and has held it in 15 quarters since. The position peaked at $6.21M in Q2 2018. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Cornerstone Wealth Management held 70,987 shares of JPMorgan Ultra-Short Income ETF worth $3.59M as of Q1 2026.
Cornerstone Wealth Management sold 4,571 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $231K.
JPMorgan Ultra-Short Income ETF made up 0.18% of Cornerstone Wealth Management's portfolio in Q1 2026, its #121 holding.
Cornerstone Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 15 quarters since.
Cornerstone Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $6.21M in Q2 2018.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.