Creative Financial Designs’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Creative Financial Designs’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	$6.61M	Sell	130,579 -9,667	-7%	-$490K	0.4%	58
2025 Q4	$7.1M	Buy	140,246 +10,382	+8%	+$526K	0.45%	49
2025 Q3	$6.59M	Buy	129,864 +33,261	+34%	+$1.68M	0.44%	50
2025 Q2	$4.9M	Sell	96,603 -6,439	-6%	-$325K	0.35%	65
2025 Q1	$5.22M	Buy	103,042 +9,592	+10%	+$485K	0.42%	50
2024 Q4	$4.71M	Buy	93,450 +3,648	+4%	+$184K	0.38%	58
2024 Q3	$4.56M	Buy	89,802 +6,197	+7%	+$313K	0.38%	57
2024 Q2	$4.22M	Buy	83,605 +1,152	+1%	+$58K	0.38%	57
2024 Q1	$4.16M	Buy	82,453 +38,342	+87%	+$1.93M	0.39%	55
2023 Q4	$2.22M	Sell	44,111 -55,267	-56%	-$2.77M	0.23%	89
2023 Q3	$4.99M	Buy	99,378 +2,500	+3%	+$125K	0.58%	37
2023 Q2	$4.86M	Sell	96,878 -124,291	-56%	-$6.24M	0.57%	38
2023 Q1	$11.1M	Buy	221,169 +23,281	+12%	+$1.17M	1.46%	13
2022 Q4	$9.92M	Buy	197,888 +189,879	+2,371%	+$9.52M	1.47%	16
2022 Q3	$402K	Buy	8,009 +1,219	+18%	+$61.1K	0.07%	207
2022 Q2	$340K	Sell	6,790 -2,509	-27%	-$126K	0.06%	225
2022 Q1	$467K	Sell	9,299 -235,925	-96%	-$11.9M	0.07%	203
2021 Q4	$12.4M	Buy	245,224 +2,205	+0.9%	+$112K	1.87%	12
2021 Q3	$12.3M	Buy	243,019 +3,076	+1%	+$156K	2.04%	10
2021 Q2	$12.2M	Buy	239,943 +177,125	+282%	+$8.99M	2.11%	7
2021 Q1	$3.19M	Sell	62,818 -234,417	-79%	-$11.9M	0.62%	31
2020 Q4	$15.1M	Buy	297,235 +10,574	+4%	+$537K	3.23%	3
2020 Q3	$14.6M	Buy	286,661 +283,622	+9,333%	+$14.4M	3.59%	3
2020 Q2	$154K	Sell	3,039 -4,556	-60%	-$229K	0.05%	230
2020 Q1	$377K	Sell	7,595 -8,123	-52%	-$408K	0.19%	81
2019 Q4	$793K	Sell	15,718 -3,961	-20%	-$200K	0.35%	68
2019 Q3	$993K	Sell	19,679 -2,918	-13%	-$147K	0.53%	47
2019 Q2	$1.14M	Sell	22,597 -2,369	-9%	-$119K	0.62%	42
2019 Q1	$1.26M	Buy	24,966 +5,570	+29%	+$280K	0.75%	36
2018 Q4	$972K	Sell	19,396 -5,078	-21%	-$255K	0.71%	37
2018 Q3	$1.23M	Buy	24,474 +56	+0.2%	+$2.81K	0.71%	39
2018 Q2	$1.22M	Buy	+24,418	New	+$1.22M	0.72%	43

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

Creative Financial Designs's JPST Position: Q1 2026 in Review

Creative Financial Designs reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.9% in Q1 2026, selling an estimated $490K and leaving 130,579 shares worth $6.61M. The position accounts for 0.4% of the portfolio, ranked #58.

Creative Financial Designs first reported a position in JPST in Q2 2018 and has held it in 32 quarters since. The position peaked at $15.1M in Q4 2020. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Creative Financial Designs held 130,579 shares of JPMorgan Ultra-Short Income ETF worth $6.61M as of Q1 2026.
Creative Financial Designs sold 9,667 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $490K.
JPMorgan Ultra-Short Income ETF made up 0.4% of Creative Financial Designs's portfolio in Q1 2026, its #58 holding.
Creative Financial Designs first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 32 quarters since.
Creative Financial Designs's JPMorgan Ultra-Short Income ETF position peaked at $15.1M in Q4 2020.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.