Affiance Financial
JPST icon

Affiance Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Affiance Financial’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 		$757K Sell
15,030
-486
-3% -$24.5K 0.11% 63
2026
Q2 		$785K Sell
15,516
-19
-0.1% -$960 0.11% 64
2026
Q1 		$786K Sell
15,535
-124
-0.8% -$6.28K 0.13% 59
2025
Q4 		$792K Sell
15,659
-256
-2% -$13K 0.13% 60
2025
Q3 		$807K Sell
15,915
-287
-2% -$14.5K 0.15% 59
2025
Q2 		$821K Sell
16,202
-224
-1% -$11.3K 0.17% 53
2025
Q1 		$832K Sell
16,426
-1,535
-9% -$77.5K 0.19% 52
2024
Q4 		$905K Buy
17,961
+1,949
+12% +$98.4K 0.22% 55
2024
Q3 		$812K Sell
16,012
-3,131
-16% -$158K 0.2% 58
2024
Q2 		$966K Sell
19,143
-1,042
-5% -$52.5K 0.25% 48
2024
Q1 		$1.02M Sell
20,185
-1,364
-6% -$68.7K 0.28% 47
2023
Q4 		$1.08M Sell
21,549
-6,522
-23% -$327K 0.32% 49
2023
Q3 		$1.41M Sell
28,071
-6,882
-20% -$345K 0.72% 32
2023
Q2 		$1.75M Sell
34,953
-63,603
-65% -$3.19M 0.85% 25
2023
Q1 		$4.96M Buy
98,556
+65,061
+194% +$3.27M 2.62% 9
2022
Q4 		$1.68M Buy
33,495
+27,907
+499% +$1.4M 0.68% 29
2022
Q3 		$280K Buy
5,588
+1,059
+23% +$53.1K 0.16% 66
2022
Q2 		$227K Sell
4,529
-2,800
-38% -$140K 0.12% 80
2022
Q1 		$368K Sell
7,329
-65,484
-90% -$3.3M 0.18% 73
2021
Q4 		$3.68M Buy
72,813
+11,871
+19% +$600K 1.53% 14
2021
Q3 		$3.09M Buy
60,942
+2,228
+4% +$113K 1.34% 16
2021
Q2 		$2.98M Sell
58,714
-41,507
-41% -$2.11M 1.26% 16
2021
Q1 		$5.09M Buy
100,221
+37,982
+61% +$1.93M 2.27% 12
2020
Q4 		$3.16M Sell
62,239
-2,342
-4% -$119K 1.65% 12
2020
Q3 		$3.28M Sell
64,581
-10,309
-14% -$524K 1.89% 11
2020
Q2 		$3.8M Buy
74,890
+15,028
+25% +$757K 2.07% 13
2020
Q1 		$2.97M Sell
59,862
-32,260
-35% -$1.62M 2.05% 12
2019
Q4 		$4.65M Buy
92,122
+4,019
+5% +$203K 2.56% 8
2019
Q3 		$4.44M Sell
88,103
-7,230
-8% -$365K 2.7% 7
2019
Q2 		$4.8M Buy
95,333
+1,546
+2% +$77.9K 2.94% 7
2019
Q1 		$4.72M Sell
93,787
-20,178
-18% -$1.01M 2.97% 7
2018
Q4 		$5.71M Buy
+113,965
New +$5.72M 3.77% 6

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Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Affiance Financial's JPST Position: Q3 2026 in Review

Affiance Financial reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.1% in Q3 2026, selling an estimated $24.5K and leaving 15,030 shares worth $757K. The position accounts for 0.11% of the portfolio, ranked #63.

Affiance Financial first reported a position in JPST in Q4 2018 and has held it in 32 quarters since. The position peaked at $5.71M in Q4 2018. 702 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Affiance Financial held 15,030 shares of JPMorgan Ultra-Short Income ETF worth $757K as of Q3 2026.
  • Affiance Financial sold 486 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $24.5K.
  • JPMorgan Ultra-Short Income ETF made up 0.11% of Affiance Financial's portfolio in Q3 2026, its #63 holding.
  • Affiance Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 32 quarters since.
  • Affiance Financial's JPMorgan Ultra-Short Income ETF position peaked at $5.71M in Q4 2018.
  • 702 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.