Cresset Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cresset Asset Management’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	$8.92M	Sell	176,450 -25,323	-13%	-$1.28M	0.03%	308
2026 Q1	$10.2M	Sell	201,773 -28,112	-12%	-$1.42M	0.04%	250
2025 Q4	$11.7M	Sell	229,885 -50,839	-18%	-$2.58M	0.05%	223
2025 Q3	$14.2M	Buy	280,724 +19,870	+8%	+$1.01M	0.06%	187
2025 Q2	$13.2M	Sell	260,854 -160,992	-38%	-$8.13M	0.07%	180
2025 Q1	$21.4M	Sell	421,846 -75,107	-15%	-$3.79M	0.11%	121
2024 Q4	$25.1M	Sell	496,953 -41,246	-8%	-$2.08M	0.12%	106
2024 Q3	$27.3M	Buy	538,199 +18,384	+4%	+$929K	0.11%	133
2024 Q2	$26.2M	Sell	519,815 -59,790	-10%	-$3.01M	0.11%	122
2024 Q1	$29.2M	Buy	579,605 +50,999	+10%	+$2.57M	0.14%	99
2023 Q4	$26.7M	Buy	528,606 +40,043	+8%	+$2.01M	0.16%	95
2023 Q3	$24.5M	Buy	488,563 +26,004	+6%	+$1.3M	0.09%	106
2023 Q2	$23.2M	Sell	462,559 -9,811	-2%	-$492K	0.03%	166
2023 Q1	$23.8M	Buy	472,370 +54,913	+13%	+$2.76M	0.48%	43
2022 Q4	$20.8M	Buy	417,457 +154,148	+59%	+$7.73M	0.26%	50
2022 Q3	$13.2M	Sell	263,309 -2,084	-0.8%	-$104K	0.17%	64
2022 Q2	$13.3M	Buy	265,393 +14,340	+6%	+$719K	0.16%	61
2022 Q1	$12.6M	Sell	251,053 -110,598	-31%	-$5.57M	0.13%	69
2021 Q4	$18.3M	Buy	361,651 +203,701	+129%	+$10.3M	0.18%	60
2021 Q3	$8.01M	Buy	157,950 +129,806	+461%	+$6.58M	0.11%	80
2021 Q2	$1.43M	Sell	28,144 -334,610	-92%	-$17M	0.02%	273
2021 Q1	$18.4M	Sell	362,754 -48,342	-12%	-$2.45M	0.29%	37
2020 Q4	$20.9M	Buy	411,096 +65,757	+19%	+$3.34M	0.34%	27
2020 Q3	$17.5M	Buy	345,339 +27,325	+9%	+$1.39M	0.33%	31
2020 Q2	$16.2M	Buy	318,014 +305,738	+2,491%	+$15.4M	0.35%	31
2020 Q1	$610K	Buy	12,276 +1,750	+17%	+$88K	0.02%	257
2019 Q4	$532K	Sell	10,526 -400	-4%	-$20.2K	0.01%	291
2019 Q3	$552K	Sell	10,926 -6,475	-37%	-$327K	0.02%	254
2019 Q2	$878K	Sell	17,401 -302	-2%	-$15.2K	0.03%	188
2019 Q1	$892K	Sell	17,703 -14,718	-45%	-$740K	0.03%	120
2018 Q4	$1.63M	Buy	+32,421	New	+$1.63M	0.1%	46

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

Cresset Asset Management's JPST Position: Q2 2026 in Review

Cresset Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q2 2026, selling an estimated $1.28M and leaving 176,450 shares worth $8.92M. The position accounts for 0.03% of the portfolio, ranked #308.

Cresset Asset Management first reported a position in JPST in Q4 2018 and has held it in 31 quarters since. The position peaked at $29.2M in Q1 2024. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Cresset Asset Management held 176,450 shares of JPMorgan Ultra-Short Income ETF worth $8.92M as of Q2 2026.
Cresset Asset Management sold 25,323 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.28M.
JPMorgan Ultra-Short Income ETF made up 0.03% of Cresset Asset Management's portfolio in Q2 2026, its #308 holding.
Cresset Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 31 quarters since.
Cresset Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $29.2M in Q1 2024.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.