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

Baker Tilly 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	$1.2M	Buy	23,870 +5,552	+30%	+$280K	0.24%	72
2026 Q2	$926K	Sell	18,318 -9,440	-34%	-$477K	0.2%	99
2026 Q1	$1.4M	Buy	27,758 +14,628	+111%	+$741K	0.34%	54
2025 Q4	$664K	Buy	13,130 +7,549	+135%	+$382K	0.16%	130
2025 Q3	$283K	Sell	5,581 -2,783	-33%	-$141K	0.06%	225
2025 Q2	$424K	Sell	8,364 -14,710	-64%	-$743K	0.15%	141
2025 Q1	$1.17M	Buy	23,074 +788	+4%	+$39.8K	0.46%	47
2024 Q4	$1.12M	Sell	22,286 -510	-2%	-$25.8K	0.44%	45
2024 Q3	$1.16M	Sell	22,796 -27,205	-54%	-$1.37M	0.51%	37
2024 Q2	$2.52M	Sell	50,001 -344,014	-87%	-$17.3M	1.03%	16
2024 Q1	$19.9M	Buy	394,015 +24,379	+7%	+$1.23M	3.59%	3
2023 Q4	$18.6M	Sell	369,636 -47,088	-11%	-$2.36M	3.05%	3
2023 Q3	$20.9M	Buy	416,724 +5,981	+1%	+$300K	3.45%	3
2023 Q2	$20.6M	Buy	410,743 +49,610	+14%	+$2.49M	2.16%	6
2023 Q1	$18.2M	Buy	361,133 +159,860	+79%	+$8.03M	2.04%	6
2022 Q4	$10.1M	Sell	201,273 -96,267	-32%	-$4.83M	1.24%	9
2022 Q3	$14.9M	Buy	297,540 +4,081	+1%	+$205K	2.03%	7
2022 Q2	$14.7M	Sell	293,459 -35,006	-11%	-$1.76M	1.93%	7
2022 Q1	$16.5M	Sell	328,465 -8,092	-2%	-$408K	1.83%	7
2021 Q4	$17M	Buy	+336,557	New	+$17M	1.82%	7

Other funds holding JPST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Baker Tilly Wealth Management's JPST Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 30% in Q3 2026, buying an estimated $280K and bringing the position to 23,870 shares worth $1.2M. The position accounts for 0.24% of the portfolio, ranked #72.

Baker Tilly Wealth Management first reported a position in JPST in Q4 2021 and has held it in 20 quarters since. The position peaked at $20.9M in Q3 2023. 583 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Baker Tilly Wealth Management held 23,870 shares of JPMorgan Ultra-Short Income ETF worth $1.2M as of Q3 2026.
Baker Tilly Wealth Management bought 5,552 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $280K.
JPMorgan Ultra-Short Income ETF made up 0.24% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #72 holding.
Baker Tilly Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 20 quarters since.
Baker Tilly Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $20.9M in Q3 2023.
583 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.