Benchmark Financial
JPST icon

Benchmark Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Benchmark Financial’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 		$2.55M Buy
50,619
+11,895
+31% +$600K 1.96% 15
2026
Q2 		$1.96M Sell
38,724
-645
-2% -$32.6K 1.6% 15
2026
Q1 		$1.99M Buy
39,369
+18,440
+88% +$934K 1.79% 15
2025
Q4 		$1.06M Buy
+20,929
New +$1.06M 1.06% 22

Other funds holding JPST

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Benchmark Financial's JPST Position: Q3 2026 in Review

Benchmark Financial increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 31% in Q3 2026, buying an estimated $600K and bringing the position to 50,619 shares worth $2.55M. The position accounts for 1.96% of the portfolio, ranked #15.

Benchmark Financial first reported a position in JPST in Q4 2025 and has held it in 4 quarters since. 803 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Benchmark Financial held 50,619 shares of JPMorgan Ultra-Short Income ETF worth $2.55M as of Q3 2026.
  • Benchmark Financial bought 11,895 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $600K.
  • JPMorgan Ultra-Short Income ETF made up 1.96% of Benchmark Financial's portfolio in Q3 2026, its #15 holding.
  • Benchmark Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 803 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.