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Adelphi Trust’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Adelphi Trust’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 		$862K Buy
17,119
+2,239
+15% +$113K 0.57% 43
2026
Q2 		$752K Buy
+14,880
New +$752K 0.5% 48

Other funds holding JPST

MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Adelphi Trust's JPST Position: Q3 2026 in Review

Adelphi Trust increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q3 2026, buying an estimated $113K and bringing the position to 17,119 shares worth $862K. The position accounts for 0.57% of the portfolio, ranked #43.

Adelphi Trust first reported a position in JPST in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Adelphi Trust held 17,119 shares of JPMorgan Ultra-Short Income ETF worth $862K as of Q3 2026.
  • Adelphi Trust bought 2,239 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $113K.
  • JPMorgan Ultra-Short Income ETF made up 0.57% of Adelphi Trust's portfolio in Q3 2026, its #43 holding.
  • Adelphi Trust first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Adelphi Trust's 13F filing for Q3 2026, filed 5 Oct 2026.