CX Institutional
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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
Q3 		$517K Sell
10,270
-4,363
-30% -$220K 0.01% 461
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 		$8.16M 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Fluent Financial
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

CX Institutional's JPST Position: Q3 2026 in Review

CX Institutional reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 30% in Q3 2026, selling an estimated $220K and leaving 10,270 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #461.

CX Institutional first reported a position in JPST in Q4 2018 and has held it in 30 quarters since. The position peaked at $20.8M in Q1 2023. 378 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • CX Institutional held 10,270 shares of JPMorgan Ultra-Short Income ETF worth $517K as of Q3 2026.
  • CX Institutional sold 4,363 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $220K.
  • JPMorgan Ultra-Short Income ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #461 holding.
  • CX Institutional first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 30 quarters since.
  • CX Institutional's JPMorgan Ultra-Short Income ETF position peaked at $20.8M in Q1 2023.
  • 378 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.