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BOS Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

BOS Asset 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 		$5.69M Sell
113,044
-1,584
-1% -$79.9K 1.33% 20
2026
Q2 		$5.8M Sell
114,628
-2,062
-2% -$104K 1.35% 19
2026
Q1 		$5.91M Buy
116,690
+2,545
+2% +$129K 1.51% 17
2025
Q4 		$5.77M Buy
114,145
+1,793
+2% +$90.8K 1.55% 15
2025
Q3 		$5.7M Buy
112,352
+4,359
+4% +$221K 1.61% 13
2025
Q2 		$5.47M Buy
107,993
+6,532
+6% +$330K 1.75% 13
2025
Q1 		$5.14M Buy
101,461
+27,856
+38% +$1.41M 1.76% 13
2024
Q4 		$3.71M Buy
73,605
+3,428
+5% +$173K 1.33% 19
2024
Q3 		$3.56M Buy
70,177
+9,037
+15% +$457K 1.31% 17
2024
Q2 		$3.09M Sell
61,140
-1,770
-3% -$89.1K 1.42% 18
2024
Q1 		$3.17M Buy
62,910
+2,223
+4% +$112K 1.67% 18
2023
Q4 		$3.05M Sell
60,687
-604
-1% -$30.3K 2.09% 9
2023
Q3 		$3.08M Buy
61,291
+10,800
+21% +$541K 2.26% 8
2023
Q2 		$2.53M Buy
50,491
+901
+2% +$45.2K 1.97% 12
2023
Q1 		$2.5M Buy
49,590
+50
+0.1% +$2.51K 2.08% 12
2022
Q4 		$2.48M Buy
+49,540
New +$2.48M 2.22% 13

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

BOS Asset Management's JPST Position: Q3 2026 in Review

BOS Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.4% in Q3 2026, selling an estimated $79.9K and leaving 113,044 shares worth $5.69M. The position accounts for 1.33% of the portfolio, ranked #20.

BOS Asset Management first reported a position in JPST in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.91M in Q1 2026. 54 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • BOS Asset Management held 113,044 shares of JPMorgan Ultra-Short Income ETF worth $5.69M as of Q3 2026.
  • BOS Asset Management sold 1,584 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $79.9K.
  • JPMorgan Ultra-Short Income ETF made up 1.33% of BOS Asset Management's portfolio in Q3 2026, its #20 holding.
  • BOS Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 16 quarters since.
  • BOS Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $5.91M in Q1 2026.
  • 54 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.