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

Crux Wealth 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	$250K	Buy	+4,936	New	+$249K	0.09%	173
2025 Q4	–	Sell	-9,961	Closed	-$505K	–	185
2025 Q3	$505K	Buy	9,961 +423	+4%	+$21.4K	0.2%	116
2025 Q2	$483K	Buy	9,538 +108	+1%	+$5.46K	0.21%	114
2025 Q1	$477K	Buy	+9,430	New	+$476K	0.25%	111

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

Crux Wealth Advisors's JPST Position: Q2 2026 in Review

Crux Wealth Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 4,936 shares worth $250K. The stake represents 0.09% of the portfolio and ranks #173 among its holdings. This is a return to the name: Crux Wealth Advisors previously reported a position in JPST as recently as Q3 2025.

Crux Wealth Advisors first reported a position in JPST in Q1 2025 and has held it in 4 quarters since. The position peaked at $505K in Q3 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Crux Wealth Advisors held 4,936 shares of JPMorgan Ultra-Short Income ETF worth $250K as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Crux Wealth Advisors position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.09% of Crux Wealth Advisors's portfolio in Q2 2026, its #173 holding.
Crux Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 4 quarters since.
Crux Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $505K in Q3 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.