Bell Bank’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bell Bank’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	$466K	Hold	9,259	–	–	0.02%	139
2026 Q2	$468K	Hold	9,259	–	–	0.02%	134
2026 Q1	$469K	Hold	9,259	–	–	0.02%	128
2025 Q4	$468K	Sell	9,259 -10,000	-52%	-$507K	0.02%	133
2025 Q3	$977K	Sell	19,259 -9,990	-34%	-$506K	0.04%	108
2025 Q2	$1.48M	Sell	29,249 -145	-0.5%	-$7.32K	0.07%	85
2025 Q1	$1.49M	Sell	29,394 -12,589	-30%	-$636K	0.08%	81
2024 Q4	$2.11M	Buy	41,983 +22,724	+118%	+$1.15M	0.16%	64
2024 Q3	$977K	Hold	19,259	–	–	0.12%	94
2024 Q2	$972K	Hold	19,259	–	–	0.08%	94
2024 Q1	$972K	Sell	19,259 -16,828	-47%	-$847K	0.08%	100
2023 Q4	$1.81M	Sell	36,087 -10,566	-23%	-$530K	0.17%	65
2023 Q3	$2.34M	Sell	46,653 -7,804	-14%	-$391K	0.26%	52
2023 Q2	$2.73M	Buy	54,457 +17,804	+49%	+$894K	0.29%	49
2023 Q1	$1.84M	Sell	36,653 -48,386	-57%	-$2.43M	0.2%	63
2022 Q4	$4.26M	Buy	+85,039	New	+$4.26M	0.5%	44

Other funds holding JPST

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bell Bank's JPST Position: Q3 2026 in Review

Bell Bank held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q3 2026 at 9,259 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #139.

Bell Bank first reported a position in JPST in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.26M in Q4 2022. 791 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Bell Bank held 9,259 shares of JPMorgan Ultra-Short Income ETF worth $466K as of Q3 2026.
Bell Bank left its JPMorgan Ultra-Short Income ETF share count unchanged in Q3 2026.
JPMorgan Ultra-Short Income ETF made up 0.02% of Bell Bank's portfolio in Q3 2026, its #139 holding.
Bell Bank first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 16 quarters since.
Bell Bank's JPMorgan Ultra-Short Income ETF position peaked at $4.26M in Q4 2022.
791 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Bell Bank's 13F filing for Q3 2026, filed 21 Oct 2026.