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Atwood & Palmer’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Atwood & Palmer’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 		$176K Hold
3,500
– – 0.01% 168
2026
Q2 		$177K Hold
3,500
– – 0.01% 162
2026
Q1 		$177K Hold
3,500
– – 0.01% 161
2025
Q4 		$177K Hold
3,500
– – 0.01% 157
2025
Q3 		$178K Hold
3,500
– – 0.01% 162
2025
Q2 		$177K Sell
3,500
-6,975
-67% -$352K 0.01% 158
2025
Q1 		$530K Sell
10,475
-150
-1% -$7.58K 0.04% 107
2024
Q4 		$535K Hold
10,625
– – 0.04% 110
2024
Q3 		$539K Hold
10,625
– – 0.04% 107
2024
Q2 		$536K Hold
10,625
– – 0.04% 102
2024
Q1 		$536K Hold
10,625
– – 0.04% 101
2023
Q4 		$534K Hold
10,625
– – 0.04% 105
2023
Q3 		$533K Buy
10,625
+5,125
+93% +$257K 0.05% 99
2023
Q2 		$276K Buy
+5,500
New +$276K 0.02% 129

Other funds holding JPST

MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Atwood & Palmer's JPST Position: Q3 2026 in Review

Atwood & Palmer held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q3 2026 at 3,500 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #168.

Atwood & Palmer first reported a position in JPST in Q2 2023 and has held it in 14 quarters since. The position peaked at $539K in Q3 2024. 54 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Atwood & Palmer held 3,500 shares of JPMorgan Ultra-Short Income ETF worth $176K as of Q3 2026.
  • Atwood & Palmer left its JPMorgan Ultra-Short Income ETF share count unchanged in Q3 2026.
  • JPMorgan Ultra-Short Income ETF made up 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #168 holding.
  • Atwood & Palmer first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 14 quarters since.
  • Atwood & Palmer's JPMorgan Ultra-Short Income ETF position peaked at $539K in Q3 2024.
  • 54 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.