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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CreativeOne Wealth's JPST Position: Q1 2026 in Review

CreativeOne Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6% in Q1 2026, buying an estimated $178K and bringing the position to 61,875 shares worth $3.13M. The position accounts for 0.07% of the portfolio, ranked #260.

CreativeOne Wealth first reported a position in JPST in Q4 2018 and has held it in 28 quarters since. The position peaked at $22M in Q2 2021. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • CreativeOne Wealth held 61,875 shares of JPMorgan Ultra-Short Income ETF worth $3.13M as of Q1 2026.
  • CreativeOne Wealth bought 3,513 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $178K.
  • JPMorgan Ultra-Short Income ETF made up 0.07% of CreativeOne Wealth's portfolio in Q1 2026, its #260 holding.
  • CreativeOne Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 28 quarters since.
  • CreativeOne Wealth's JPMorgan Ultra-Short Income ETF position peaked at $22M in Q2 2021.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.