Accurate Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Accurate Wealth Management’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	$204K	Buy	+4,053	New	+$204K	0.02%	579
2026 Q2	–	Sell	-7,309	Closed	-$369K	–	594
2026 Q1	$369K	Buy	7,309 +23	+0.3%	+$1.16K	0.04%	380
2025 Q4	$369K	Buy	7,286 +2,576	+55%	+$131K	0.05%	363
2025 Q3	$239K	Buy	4,710 +31	+0.7%	+$1.57K	0.03%	442
2025 Q2	$236K	Buy	4,679 +64	+1%	+$3.23K	0.04%	403
2025 Q1	$233K	Buy	+4,615	New	+$233K	0.04%	342
2024 Q3	–	Sell	-7,422	Closed	-$374K	–	385
2024 Q2	$374K	Buy	+7,422	New	+$374K	0.09%	202
2023 Q1	–	Sell	-3,156	Closed	-$158K	–	859
2022 Q4	$158K	Sell	3,156 -11,049	-78%	-$554K	0.06%	236
2022 Q3	$853K	Buy	+14,205	New	+$712K	0.36%	61
2022 Q2	–	Sell	-6,773	Closed	-$340K	–	175
2022 Q1	$340K	Buy	+6,773	New	+$341K	0.15%	117

Other funds holding JPST

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Accurate Wealth Management's JPST Position: Q3 2026 in Review

Accurate Wealth Management opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2026: 4,053 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #579 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in JPST as recently as Q1 2026.

Accurate Wealth Management first reported a position in JPST in Q1 2022 and has held it in 10 quarters since. The position peaked at $853K in Q3 2022. 887 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Accurate Wealth Management held 4,053 shares of JPMorgan Ultra-Short Income ETF worth $204K as of Q3 2026.
JPMorgan Ultra-Short Income ETF was a new Accurate Wealth Management position in Q3 2026.
JPMorgan Ultra-Short Income ETF made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #579 holding.
Accurate Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 10 quarters since.
Accurate Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $853K in Q3 2022.
887 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.