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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cynosure Group's JPST Position: Q1 2026 in Review

Cynosure Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.5% in Q1 2026, selling an estimated $491K and leaving 119,235 shares worth $6.03M. The position accounts for 0.75% of the portfolio, ranked #26.

Cynosure Group first reported a position in JPST in Q2 2023 and has held it in 12 quarters since. The position peaked at $20.5M in Q1 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Cynosure Group held 119,235 shares of JPMorgan Ultra-Short Income ETF worth $6.03M as of Q1 2026.
Cynosure Group sold 9,694 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $491K.
JPMorgan Ultra-Short Income ETF made up 0.75% of Cynosure Group's portfolio in Q1 2026, its #26 holding.
Cynosure Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 12 quarters since.
Cynosure Group's JPMorgan Ultra-Short Income ETF position peaked at $20.5M in Q1 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.