Brookstone Capital Management
JPST icon

Brookstone Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Brookstone Capital 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 		$1.36M Sell
26,901
-55,505
-67% -$2.8M 0.01% 624
2026
Q2 		$4.17M Sell
82,406
-19,449
-19% -$982K 0.04% 359
2026
Q1 		$5.15M Buy
101,855
+29,521
+41% +$1.49M 0.06% 313
2025
Q4 		$3.66M Buy
72,334
+43,350
+150% +$2.2M 0.04% 351
2025
Q3 		$1.47M Sell
28,984
-1,126
-4% -$57K 0.02% 515
2025
Q2 		$1.53M Buy
30,110
+12,576
+72% +$635K 0.02% 471
2025
Q1 		$888K Sell
17,534
-9,180
-34% -$464K 0.01% 580
2024
Q4 		$1.35M Buy
26,714
+3,150
+13% +$159K 0.02% 449
2024
Q3 		$1.2M Sell
23,564
-2,679
-10% -$135K 0.02% 478
2024
Q2 		$1.32M Buy
26,243
+3,354
+15% +$169K 0.02% 441
2024
Q1 		$1.15M Sell
22,889
-2,237
-9% -$113K 0.02% 454
2023
Q4 		$1.26M Buy
25,126
+4,276
+21% +$215K 0.02% 412
2023
Q3 		$1.04M Sell
20,850
-25,833
-55% -$1.29M 0.02% 420
2023
Q2 		$2.33M Sell
46,683
-337
-0.7% -$16.9K 0.05% 284
2023
Q1 		$2.36M Buy
47,020
+2,290
+5% +$115K 0.05% 296
2022
Q4 		$2.24M Buy
44,730
+39,855
+818% +$2M 0.05% 289
2022
Q3 		$244K Buy
+4,875
New +$244K 0.01% 709
2020
Q1 		– Sell
-7,672
Closed -$387K – 377
2019
Q4 		$387K Sell
7,672
-79,120
-91% -$3.99M 0.02% 306
2019
Q3 		$4.38M Sell
86,792
-26,913
-24% -$1.36M 0.24% 66
2019
Q2 		$5.73M Sell
113,705
-40,484
-26% -$2.04M 0.33% 51
2019
Q1 		$7.76M Sell
154,189
-29,789
-16% -$1.5M 0.5% 38
2018
Q4 		$9.22M Buy
+183,978
New +$9.23M 0.7% 30

Other funds holding JPST

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Brookstone Capital Management's JPST Position: Q3 2026 in Review

Brookstone Capital Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 67% in Q3 2026, selling an estimated $2.8M and leaving 26,901 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #624.

Brookstone Capital Management first reported a position in JPST in Q4 2018 and has held it in 22 quarters since. The position peaked at $9.22M in Q4 2018. 857 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Brookstone Capital Management held 26,901 shares of JPMorgan Ultra-Short Income ETF worth $1.36M as of Q3 2026.
  • Brookstone Capital Management sold 55,505 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $2.8M.
  • JPMorgan Ultra-Short Income ETF made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #624 holding.
  • Brookstone Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 22 quarters since.
  • Brookstone Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $9.22M in Q4 2018.
  • 857 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.