Crewe Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Crewe Advisors’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	$4.07M	Buy	80,466 +18,217	+29%	+$920K	0.29%	41
2026 Q1	$3.15M	Sell	62,249 -5,911	-9%	-$299K	0.27%	48
2025 Q4	$3.45M	Sell	68,160 -22,938	-25%	-$1.16M	0.31%	42
2025 Q3	$4.62M	Buy	91,098 +8,510	+10%	+$431K	0.44%	38
2025 Q2	$4.19M	Sell	82,588 -57,947	-41%	-$2.93M	0.59%	32
2025 Q1	$7.12M	Sell	140,535 -3,906	-3%	-$197K	1%	21
2024 Q4	$7.28M	Sell	144,441 -27,451	-16%	-$1.39M	1%	22
2024 Q3	$8.72M	Sell	171,892 -27,823	-14%	-$1.41M	1.01%	21
2024 Q2	$10.1M	Sell	199,715 -4,231	-2%	-$213K	1.13%	22
2024 Q1	$10.3M	Buy	203,946 +1,003	+0.5%	+$50.5K	1.2%	21
2023 Q4	$10.2M	Sell	202,943 -4,109	-2%	-$206K	1.61%	16
2023 Q3	$10.4M	Buy	207,052 +3,758	+2%	+$188K	1.8%	16
2023 Q2	$10.2M	Buy	203,294 +33,751	+20%	+$1.69M	1.43%	20
2023 Q1	$8.53M	Buy	169,543 +22,239	+15%	+$1.12M	1.24%	22
2022 Q4	$7.38M	Buy	147,304 +119,679	+433%	+$6M	1.17%	18
2022 Q3	$1.39M	Sell	27,625 -1,165	-4%	-$58.4K	0.25%	38
2022 Q2	$1.44M	Buy	28,790 +14,480	+101%	+$726K	0.32%	28
2022 Q1	$719K	Sell	14,310 -1,500	-9%	-$75.6K	0.14%	41
2021 Q4	$798K	Buy	15,810 +3,792	+32%	+$192K	0.16%	34
2021 Q3	$610K	Sell	12,018 -22,341	-65%	-$1.13M	0.14%	33
2021 Q2	$1.74M	Sell	34,359 -16,006	-32%	-$812K	0.43%	22
2021 Q1	$2.56M	Buy	50,365 +36,696	+268%	+$1.86M	0.63%	17
2020 Q4	$694K	Buy	13,669 +7,137	+109%	+$362K	0.28%	29
2020 Q3	$332K	Buy	+6,532	New	+$332K	0.16%	33

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

Crewe Advisors's JPST Position: Q2 2026 in Review

Crewe Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 29% in Q2 2026, buying an estimated $920K and bringing the position to 80,466 shares worth $4.07M. The position accounts for 0.29% of the portfolio, ranked #41.

Crewe Advisors first reported a position in JPST in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.4M in Q3 2023. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Crewe Advisors held 80,466 shares of JPMorgan Ultra-Short Income ETF worth $4.07M as of Q2 2026.
Crewe Advisors bought 18,217 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $920K.
JPMorgan Ultra-Short Income ETF made up 0.29% of Crewe Advisors's portfolio in Q2 2026, its #41 holding.
Crewe Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 24 quarters since.
Crewe Advisors's JPMorgan Ultra-Short Income ETF position peaked at $10.4M in Q3 2023.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.