Atticus Wealth Management
JPST icon

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

Atticus 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 		$229K Sell
4,542
-1,233
-21% -$62.2K 0.05% 176
2026
Q2 		$292K Sell
5,775
-12
-0.2% -$606 0.07% 156
2026
Q1 		$293K Sell
5,787
-2,110
-27% -$107K 0.08% 145
2025
Q4 		$399K Buy
7,897
+243
+3% +$12.3K 0.1% 119
2025
Q3 		$388K Sell
7,654
-3,143
-29% -$159K 0.1% 133
2025
Q2 		$547K Buy
10,797
+1,021
+10% +$51.6K 0.15% 85
2025
Q1 		$495K Buy
9,776
+5
+0.1% +$253 0.16% 74
2024
Q4 		$492K Sell
9,771
-1,874
-16% -$94.6K 0.15% 70
2024
Q3 		$591K Sell
11,645
-73,706
-86% -$3.72M 0.19% 63
2024
Q2 		$4.31M Buy
85,351
+10,771
+14% +$542K 1.41% 12
2024
Q1 		$3.76M Buy
74,580
+3,850
+5% +$194K 1.23% 15
2023
Q4 		$3.55M Buy
70,730
+22,718
+47% +$1.14M 1.25% 14
2023
Q3 		$2.41M Buy
48,012
+3,214
+7% +$161K 0.92% 19
2023
Q2 		$2.25M Buy
+44,798
New +$2.25M 0.83% 22
2022
Q2 		– Sell
-2,490
Closed -$125K – 619
2022
Q1 		$125K Hold
2,490
– – 0.05% 180
2021
Q4 		$126K Hold
2,490
– – 0.05% 149
2021
Q3 		$126K Sell
2,490
-1
-0% -$51 0.06% 134
2021
Q2 		$126K Sell
2,491
-210
-8% -$10.7K 0.05% 148
2021
Q1 		$137K Sell
2,701
-8,874
-77% -$451K 0.07% 135
2020
Q4 		$588K Sell
11,575
-4,571
-28% -$232K 0.3% 52
2020
Q3 		$820K Buy
16,146
+15,346
+1,918% +$780K 0.49% 45
2020
Q2 		$41K Buy
+800
New +$40.3K 0.03% 181

Other funds holding JPST

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Temasek Holdings
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

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

Atticus Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 21% in Q3 2026, selling an estimated $62.2K and leaving 4,542 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #176.

Atticus Wealth Management first reported a position in JPST in Q2 2020 and has held it in 22 quarters since. The position peaked at $4.31M in Q2 2024. 856 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Atticus Wealth Management held 4,542 shares of JPMorgan Ultra-Short Income ETF worth $229K as of Q3 2026.
  • Atticus Wealth Management sold 1,233 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $62.2K.
  • JPMorgan Ultra-Short Income ETF made up 0.05% of Atticus Wealth Management's portfolio in Q3 2026, its #176 holding.
  • Atticus Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 22 quarters since.
  • Atticus Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $4.31M in Q2 2024.
  • 856 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

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