Cynosure Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Cynosure Group’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	$6.03M	Hold	119,235	–	–	0.91%	20
2026 Q1	$6.03M	Sell	119,235 -9,694	-8%	-$491K	0.75%	26
2025 Q4	$6.52M	Sell	128,929 -233,406	-64%	-$11.8M	0.66%	26
2025 Q3	$18.4M	Sell	362,335 -18,402	-5%	-$932K	2%	12
2025 Q2	$19.3M	Sell	380,737 -98	-0%	-$4.95K	2.19%	12
2025 Q1	$19.3M	Hold	380,835	–	–	2.66%	9
2024 Q4	$19.2M	Sell	380,835 -1,197	-0.3%	-$60.5K	2.87%	9
2024 Q3	$19.4M	Sell	382,032 -5,436	-1%	-$275K	2.83%	7
2024 Q2	$19.6M	Sell	387,468 -19,863	-5%	-$1M	3.14%	7
2024 Q1	$20.5M	Buy	407,331 +10,428	+3%	+$525K	3.69%	7
2023 Q4	$19.9M	Buy	396,903 +115,659	+41%	+$5.8M	3.58%	5
2023 Q3	$14.1M	Buy	281,244 +682	+0.2%	+$34.2K	4.33%	5
2023 Q2	$14.1M	Buy	+280,562	New	+$14.1M	4.23%	5

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

Cynosure Group's JPST Position: Q2 2026 in Review

Cynosure Group held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q2 2026 at 119,235 shares worth $6.03M. The position accounts for 0.91% of the portfolio, ranked #20.

Cynosure Group first reported a position in JPST in Q2 2023 and has held it in 13 quarters since. The position peaked at $20.5M in Q1 2024. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Cynosure Group held 119,235 shares of JPMorgan Ultra-Short Income ETF worth $6.03M as of Q2 2026.
Cynosure Group left its JPMorgan Ultra-Short Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.91% of Cynosure Group's portfolio in Q2 2026, its #20 holding.
Cynosure Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 13 quarters since.
Cynosure Group's JPMorgan Ultra-Short Income ETF position peaked at $20.5M in Q1 2024.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.