Crumly & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Crumly & Associates’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	$231K	Sell	4,562 -42,388	-90%	-$2.14M	0.04%	181
2026 Q1	$2.38M	Sell	46,950 -22,583	-32%	-$1.14M	0.5%	43
2025 Q4	$3.52M	Sell	69,533 -95,519	-58%	-$4.84M	0.74%	36
2025 Q3	$8.37M	Sell	165,052 -191,087	-54%	-$9.67M	1.83%	16
2025 Q2	$18M	Buy	356,139 +350,636	+6,372%	+$17.7M	4.39%	4
2025 Q1	$279K	Buy	+5,503	New	+$278K	0.08%	136
2023 Q2	–	Sell	-55,691	Closed	-$2.8M	–	122
2023 Q1	$2.8M	Sell	55,691 -341,816	-86%	-$17.2M	1.22%	25
2022 Q4	$19.9M	Buy	+397,507	New	+$19.9M	7.52%	3

Other funds holding JPST

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crumly & Associates's JPST Position: Q2 2026 in Review

Crumly & Associates reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 90% in Q2 2026, selling an estimated $2.14M and leaving 4,562 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #181.

Crumly & Associates first reported a position in JPST in Q4 2022 and has held it in 8 quarters since. The position peaked at $19.9M in Q4 2022. 605 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Crumly & Associates held 4,562 shares of JPMorgan Ultra-Short Income ETF worth $231K as of Q2 2026.
Crumly & Associates sold 42,388 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.14M.
JPMorgan Ultra-Short Income ETF made up 0.04% of Crumly & Associates's portfolio in Q2 2026, its #181 holding.
Crumly & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 8 quarters since.
Crumly & Associates's JPMorgan Ultra-Short Income ETF position peaked at $19.9M in Q4 2022.
605 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.