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Avidian Wealth Enterprises’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Avidian Wealth Enterprises’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 		$12.7M Buy
253,099
+85,436
+51% +$4.31M 0.36% 49
2026
Q2 		$8.48M Buy
167,663
+48,608
+41% +$2.46M 0.23% 72
2026
Q1 		$6.03M Buy
119,055
+84,535
+245% +$4.28M 0.19% 82
2025
Q4 		$1.75M Buy
34,520
+1,174
+4% +$59.5K 0.06% 158
2025
Q3 		$1.69M Buy
33,346
+8,851
+36% +$448K 0.06% 160
2025
Q2 		$1.24M Buy
24,495
+3,922
+19% +$198K 0.05% 180
2025
Q1 		$1.04M Buy
20,573
+1,561
+8% +$78.8K 0.05% 193
2024
Q4 		$958K Buy
19,012
+5,142
+37% +$260K 0.04% 194
2024
Q3 		$704K Sell
13,870
-2,360
-15% -$119K 0.03% 240
2024
Q2 		$819K Sell
16,230
-3,868
-19% -$195K 0.03% 210
2024
Q1 		$1.01M Sell
20,098
-18,825
-48% -$948K 0.05% 157
2023
Q4 		$1.96M Buy
38,923
+3,889
+11% +$195K 0.12% 109
2023
Q3 		$1.76M Sell
35,034
-22,742
-39% -$1.14M 0.12% 105
2023
Q2 		$2.9M Sell
57,776
-119,610
-67% -$6M 0.19% 91
2023
Q1 		$8.93M Sell
177,386
-97,759
-36% -$4.91M 0.49% 48
2022
Q4 		$13.8M Sell
275,145
-99,288
-27% -$4.98M 0.9% 28
2022
Q3 		$18.8M Buy
374,433
+204,431
+120% +$10.2M 1.36% 17
2022
Q2 		$8.52M Buy
170,002
+38,208
+29% +$1.92M 0.6% 34
2022
Q1 		$6.63M Sell
131,794
-2,807
-2% -$141K 0.41% 46
2021
Q4 		$6.79M Buy
134,601
+52,356
+64% +$2.65M 0.42% 46
2021
Q3 		$4.17M Sell
82,245
-274
-0.3% -$13.9K 0.32% 53
2021
Q2 		$4.19M Buy
82,519
+60,626
+277% +$3.08M 0.32% 53
2021
Q1 		$1.11M Buy
+21,893
New +$1.11M 0.09% 117

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
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
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Avidian Wealth Enterprises's JPST Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 51% in Q3 2026, buying an estimated $4.31M and bringing the position to 253,099 shares worth $12.7M. The position accounts for 0.36% of the portfolio, ranked #49.

Avidian Wealth Enterprises first reported a position in JPST in Q1 2021 and has held it in 23 quarters since. The position peaked at $18.8M in Q3 2022. 52 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Avidian Wealth Enterprises held 253,099 shares of JPMorgan Ultra-Short Income ETF worth $12.7M as of Q3 2026.
  • Avidian Wealth Enterprises bought 85,436 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $4.31M.
  • JPMorgan Ultra-Short Income ETF made up 0.36% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #49 holding.
  • Avidian Wealth Enterprises first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 23 quarters since.
  • Avidian Wealth Enterprises's JPMorgan Ultra-Short Income ETF position peaked at $18.8M in Q3 2022.
  • 52 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.