CRA Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

CRA Financial Services’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	$8.12M	Buy	160,504 +20,903	+15%	+$1.06M	0.94%	26
2026 Q1	$7.07M	Buy	139,601 +11,646	+9%	+$590K	0.92%	26
2025 Q4	$6.47M	Buy	127,955 +9,735	+8%	+$493K	0.85%	25
2025 Q3	$6M	Buy	118,220 +10,903	+10%	+$552K	0.82%	25
2025 Q2	$5.44M	Buy	107,317 +16,555	+18%	+$836K	0.83%	25
2025 Q1	$4.6M	Buy	90,762 +23,445	+35%	+$1.18M	0.79%	27
2024 Q4	$3.39M	Buy	67,317 +27,875	+71%	+$1.41M	0.58%	38
2024 Q3	$2M	Buy	39,442 +16,093	+69%	+$813K	0.37%	49
2024 Q2	$1.18M	Buy	23,349 +10,541	+82%	+$531K	0.24%	73
2024 Q1	$646K	Buy	+12,808	New	+$645K	0.14%	107

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

CRA Financial Services's JPST Position: Q2 2026 in Review

CRA Financial Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q2 2026, buying an estimated $1.06M and bringing the position to 160,504 shares worth $8.12M. The position accounts for 0.94% of the portfolio, ranked #26.

CRA Financial Services first reported a position in JPST in Q1 2024 and has held it in 10 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

CRA Financial Services held 160,504 shares of JPMorgan Ultra-Short Income ETF worth $8.12M as of Q2 2026.
CRA Financial Services bought 20,903 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.06M.
JPMorgan Ultra-Short Income ETF made up 0.94% of CRA Financial Services's portfolio in Q2 2026, its #26 holding.
CRA Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and has held it in 10 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.