CPW
JPST icon

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

Crestmont Private 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 		$14.1M Buy
278,757
+25,142
+10% +$1.27M 3.95% 8
2026
Q1 		$12.8M Buy
253,615
+12,945
+5% +$656K 4.05% 7
2025
Q4 		$12.2M Buy
240,670
+5,705
+2% +$289K 3.96% 7
2025
Q3 		$11.9M Buy
234,965
+5,803
+3% +$294K 3.94% 7
2025
Q2 		$11.6M Buy
229,162
+3,213
+1% +$162K 4.2% 7
2025
Q1 		$11.4M Buy
225,949
+83,247
+58% +$4.2M 4.95% 6
2024
Q4 		$7.19M Buy
142,702
+9,260
+7% +$468K 3.23% 10
2024
Q3 		$6.77M Buy
133,442
+5,170
+4% +$261K 2.96% 10
2024
Q2 		$6.47M Sell
128,272
-1,186
-0.9% -$59.7K 3.12% 10
2024
Q1 		$6.53M Sell
129,458
-10,288
-7% -$518K 3.24% 9
2023
Q4 		$7.02M Sell
139,746
-7,659
-5% -$384K 3.57% 9
2023
Q3 		$7.4M Sell
147,405
-2,373
-2% -$119K 4.52% 8
2023
Q2 		$7.51M Buy
149,778
+12,524
+9% +$629K 4.4% 8
2023
Q1 		$6.91M Sell
137,254
-2,399
-2% -$121K 4.51% 8
2022
Q4 		$7M Sell
139,653
-1,915
-1% -$96K 4.79% 8
2022
Q3 		$7.1M Sell
141,568
-10,241
-7% -$513K 5.39% 8
2022
Q2 		$7.6M Buy
151,809
+4,367
+3% +$219K 7.53% 3
2022
Q1 		$7.41M Buy
147,442
+2,626
+2% +$132K 7.03% 3
2021
Q4 		$7.31M Buy
+144,816
New +$7.33M 6.92% 4

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crestmont Private Wealth's JPST Position: Q2 2026 in Review

Crestmont Private Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.9% in Q2 2026, buying an estimated $1.27M and bringing the position to 278,757 shares worth $14.1M. The position accounts for 3.95% of the portfolio, ranked #8.

Crestmont Private Wealth first reported a position in JPST in Q4 2021 and has held it in 19 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Crestmont Private Wealth held 278,757 shares of JPMorgan Ultra-Short Income ETF worth $14.1M as of Q2 2026.
  • Crestmont Private Wealth bought 25,142 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.27M.
  • JPMorgan Ultra-Short Income ETF made up 3.95% of Crestmont Private Wealth's portfolio in Q2 2026, its #8 holding.
  • Crestmont Private Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.