CX Institutional’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

CX Institutional’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	$740K	Sell	14,633 -9,339	-39%	-$472K	0.02%	380
2026 Q1	$1.21M	Sell	23,972 -14,006	-37%	-$709K	0.04%	312
2025 Q4	$1.92M	Sell	37,978 -18,285	-32%	-$926K	0.06%	204
2025 Q3	$2.85M	Buy	56,263 +25,504	+83%	+$1.29M	0.09%	178
2025 Q2	$1.56M	Sell	30,759 -6,360	-17%	-$321K	0.05%	213
2025 Q1	$1.88M	Buy	+37,119	New	+$1.87M	0.07%	199
2024 Q3	–	Sell	-19,552	Closed	-$987K	–	580
2024 Q2	$987K	Sell	19,552 -1,122	-5%	-$56.5K	0.05%	281
2024 Q1	$1.04M	Sell	20,674 -263,696	-93%	-$13.3M	0.05%	277
2023 Q4	$14.3M	Sell	284,370 -11,587	-4%	-$581K	0.76%	32
2023 Q3	$14.9M	Sell	295,957 -107,291	-27%	-$5.38M	0.82%	32
2023 Q2	$20.2M	Sell	403,248 -10,566	-3%	-$530K	1.05%	17
2023 Q1	$20.8M	Buy	413,814 +251,479	+155%	+$12.6M	1.11%	16
2022 Q4	$8.14M	Buy	162,335 +157,398	+3,188%	+$7.89M	0.49%	48
2022 Q3	$248K	Sell	4,937 -121,721	-96%	-$6.1M	0.02%	415
2022 Q2	$6.34M	Buy	126,658 +43,380	+52%	+$2.18M	0.48%	50
2022 Q1	$4.19M	Sell	83,278 -78,267	-48%	-$3.94M	0.34%	87
2021 Q4	$8.15M	Sell	161,545 -10,102	-6%	-$511K	0.65%	38
2021 Q3	$8.71M	Sell	171,647 -10,489	-6%	-$532K	0.71%	32
2021 Q2	$9.24M	Sell	182,136 -27,727	-13%	-$1.41M	0.76%	31
2021 Q1	$10.7M	Buy	209,863 +148,226	+240%	+$7.53M	0.95%	21
2020 Q4	$3.13M	Buy	61,637 +61,616	+293,410%	+$3.13M	0.3%	88
2020 Q3	$1K	Sell	21 -13,522	-100%	-$687K	﹤0.01%	848
2020 Q2	$687K	Sell	13,543 -27	-0.2%	-$1.36K	0.09%	176
2020 Q1	$674K	Buy	13,570 +13,231	+3,903%	+$665K	0.11%	152
2019 Q4	$17K	Buy	339 +1	+0.3%	+$50	﹤0.01%	365
2019 Q3	$17K	Sell	338 -293	-46%	-$14.8K	﹤0.01%	392
2019 Q2	$32K	Sell	631 -141,358	-100%	-$7.12M	0.01%	357
2019 Q1	$7.14M	Buy	141,989 +107,084	+307%	+$5.38M	1.26%	21
2018 Q4	$1.75M	Buy	+34,905	New	+$1.75M	0.37%	60

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

CX Institutional's JPST Position: Q2 2026 in Review

CX Institutional reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 39% in Q2 2026, selling an estimated $472K and leaving 14,633 shares worth $740K. The position accounts for 0.02% of the portfolio, ranked #380.

CX Institutional first reported a position in JPST in Q4 2018 and has held it in 29 quarters since. The position peaked at $20.8M in Q1 2023. 1,193 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

CX Institutional held 14,633 shares of JPMorgan Ultra-Short Income ETF worth $740K as of Q2 2026.
CX Institutional sold 9,339 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $472K.
JPMorgan Ultra-Short Income ETF made up 0.02% of CX Institutional's portfolio in Q2 2026, its #380 holding.
CX Institutional first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 29 quarters since.
CX Institutional's JPMorgan Ultra-Short Income ETF position peaked at $20.8M in Q1 2023.
1,193 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.