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

CreativeOne Wealth’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	$2.9M	Sell	57,417 -4,458	-7%	-$225K	0.06%	291
2026 Q1	$3.13M	Buy	61,875 +3,513	+6%	+$178K	0.07%	260
2025 Q4	$2.95M	Buy	58,362 +38,015	+187%	+$1.93M	0.07%	255
2025 Q3	$1.03M	Sell	20,347 -4,994	-20%	-$253K	0.03%	538
2025 Q2	$1.28M	Buy	25,341 +5,507	+28%	+$278K	0.03%	464
2025 Q1	$1M	Buy	19,834 +9,067	+84%	+$458K	0.03%	480
2024 Q4	$542K	Buy	10,767 +4,713	+78%	+$238K	0.02%	668
2024 Q3	$307K	Sell	6,054 -150	-2%	-$7.58K	0.01%	767
2024 Q2	$313K	Sell	6,204 -1,380	-18%	-$69.5K	0.02%	611
2024 Q1	$383K	Buy	7,584 +1,753	+30%	+$88.3K	0.02%	647
2023 Q4	$293K	Sell	5,831 -604	-9%	-$30.3K	0.02%	511
2023 Q3	$323K	Sell	6,435 -7,366	-53%	-$369K	0.02%	425
2023 Q2	$692K	Sell	13,801 -22,997	-62%	-$1.15M	0.03%	403
2023 Q1	$1.85M	Sell	36,798 -51,355	-58%	-$2.58M	0.09%	203
2022 Q4	$4.42M	Buy	88,153 +27,340	+45%	+$1.37M	0.24%	85
2022 Q3	$3.05M	Sell	60,813 -2,832	-4%	-$142K	0.18%	103
2022 Q2	$3.19M	Buy	63,645 +20,227	+47%	+$1.01M	0.17%	94
2022 Q1	$2.18M	Sell	43,418 -73,589	-63%	-$3.71M	0.11%	146
2021 Q4	$5.91M	Sell	117,007 -188,654	-62%	-$9.54M	0.29%	65
2021 Q3	$15.6M	Sell	305,661 -128,818	-30%	-$6.53M	0.91%	22
2021 Q2	$22M	Buy	434,479 +352,946	+433%	+$17.9M	1.36%	13
2021 Q1	$4.14M	Buy	81,533 +19,757	+32%	+$1M	0.31%	60
2020 Q4	$3.14M	Buy	61,776 +15,451	+33%	+$785K	0.26%	66
2020 Q3	$2.35M	Sell	46,325 -1,438	-3%	-$73.1K	0.33%	53
2020 Q2	$2.42M	Sell	47,763 -9,209	-16%	-$464K	0.38%	47
2020 Q1	$2.83M	Sell	56,972 -41,133	-42%	-$2.07M	0.54%	33
2019 Q4	$4.95M	Buy	+98,105	New	+$4.95M	0.84%	24
2019 Q2	–	Sell	-20,751	Closed	-$1.04M	–	176
2019 Q1	$1.04M	Buy	20,751 +11,398	+122%	+$573K	0.27%	41
2018 Q4	$469K	Buy	+9,353	New	+$469K	0.16%	54

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

CreativeOne Wealth's JPST Position: Q2 2026 in Review

CreativeOne Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.2% in Q2 2026, selling an estimated $225K and leaving 57,417 shares worth $2.9M. The position accounts for 0.06% of the portfolio, ranked #291.

CreativeOne Wealth first reported a position in JPST in Q4 2018 and has held it in 29 quarters since. The position peaked at $22M in Q2 2021. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

CreativeOne Wealth held 57,417 shares of JPMorgan Ultra-Short Income ETF worth $2.9M as of Q2 2026.
CreativeOne Wealth sold 4,458 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $225K.
JPMorgan Ultra-Short Income ETF made up 0.06% of CreativeOne Wealth's portfolio in Q2 2026, its #291 holding.
CreativeOne Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 29 quarters since.
CreativeOne Wealth's JPMorgan Ultra-Short Income ETF position peaked at $22M in Q2 2021.
1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.