NorthCrest Asset Manangement’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

NorthCrest Asset Manangement’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	$229K	Buy	+4,531	New	+$229K	0.01%	819
2025 Q1	–	Sell	-7,254	Closed	-$365K	–	612
2024 Q4	$365K	Buy	+7,254	New	+$366K	0.01%	450
2023 Q3	–	Sell	-15,048	Closed	-$755K	–	509
2023 Q2	$755K	Sell	15,048 -633	-4%	-$31.8K	0.03%	296
2023 Q1	$789K	Buy	+15,681	New	+$788K	0.03%	293

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

NorthCrest Asset Manangement's JPST Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 4,531 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #819 among its holdings. This is a return to the name: NorthCrest Asset Manangement previously reported a position in JPST as recently as Q4 2024.

NorthCrest Asset Manangement first reported a position in JPST in Q1 2023 and has held it in 4 quarters since. The position peaked at $789K in Q1 2023. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

NorthCrest Asset Manangement held 4,531 shares of JPMorgan Ultra-Short Income ETF worth $229K as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new NorthCrest Asset Manangement position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #819 holding.
NorthCrest Asset Manangement first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 4 quarters since.
NorthCrest Asset Manangement's JPMorgan Ultra-Short Income ETF position peaked at $789K in Q1 2023.
216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.