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

Creative Planning’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	$3.42M	Buy	67,675 +11,139	+20%	+$563K	﹤0.01%	1683
2026 Q1	$2.86M	Buy	56,536 +11,345	+25%	+$575K	﹤0.01%	1611
2025 Q4	$2.29M	Buy	45,191 +4,597	+11%	+$233K	﹤0.01%	1621
2025 Q3	$2.06M	Sell	40,594 -530	-1%	-$26.8K	﹤0.01%	1519
2025 Q2	$2.08M	Sell	41,124 -36,446	-47%	-$1.84M	﹤0.01%	1280
2025 Q1	$3.93M	Buy	77,570 +17,765	+30%	+$897K	﹤0.01%	809
2024 Q4	$3.01M	Buy	59,805 +506	+0.9%	+$25.6K	﹤0.01%	894
2024 Q3	$3.01M	Sell	59,299 -18,304	-24%	-$925K	﹤0.01%	861
2024 Q2	$3.92M	Sell	77,603 -12,549	-14%	-$632K	﹤0.01%	710
2024 Q1	$4.55M	Sell	90,152 -13,917	-13%	-$701K	0.01%	638
2023 Q4	$5.23M	Buy	104,069 +69,765	+203%	+$3.5M	0.01%	556
2023 Q3	$1.72M	Buy	34,304 +4,945	+17%	+$248K	﹤0.01%	928
2023 Q2	$1.47M	Sell	29,359 -4,297	-13%	-$216K	﹤0.01%	947
2023 Q1	$1.69M	Sell	33,656 -3,279	-9%	-$165K	﹤0.01%	848
2022 Q4	$1.85M	Sell	36,935 -9,494	-20%	-$476K	﹤0.01%	775
2022 Q3	$2.33M	Sell	46,429 -8,680	-16%	-$435K	﹤0.01%	647
2022 Q2	$2.76M	Sell	55,109 -2,774	-5%	-$139K	﹤0.01%	607
2022 Q1	$2.91M	Buy	57,883 +48,851	+541%	+$2.46M	﹤0.01%	606
2021 Q4	$456K	Sell	9,032 -10,670	-54%	-$540K	﹤0.01%	1369
2021 Q3	$999K	Buy	19,702 +10,466	+113%	+$531K	﹤0.01%	953
2021 Q2	$469K	Buy	9,236 +810	+10%	+$41.1K	﹤0.01%	1317
2021 Q1	$428K	Buy	8,426 +2,172	+35%	+$110K	﹤0.01%	1542
2020 Q4	$318K	Sell	6,254 -8,406	-57%	-$427K	﹤0.01%	1591
2020 Q3	$745K	Buy	+14,660	New	+$745K	﹤0.01%	933
2020 Q1	–	Sell	-6,621	Closed	-$334K	–	1989
2019 Q4	$334K	Sell	6,621 -1,097	-14%	-$55.4K	﹤0.01%	1341
2019 Q3	$389K	Sell	7,718 -1,295	-14%	-$65.3K	﹤0.01%	1212
2019 Q2	$454K	Buy	+9,013	New	+$454K	﹤0.01%	1135

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

Creative Planning's JPST Position: Q2 2026 in Review

Creative Planning increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 20% in Q2 2026, buying an estimated $563K and bringing the position to 67,675 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Creative Planning first reported a position in JPST in Q2 2019 and has held it in 27 quarters since. The position peaked at $5.23M in Q4 2023. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Creative Planning held 67,675 shares of JPMorgan Ultra-Short Income ETF worth $3.42M as of Q2 2026.
Creative Planning bought 11,139 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $563K.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1683 holding.
Creative Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 27 quarters since.
Creative Planning's JPMorgan Ultra-Short Income ETF position peaked at $5.23M in Q4 2023.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.