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

Carter Financial Group’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	$1.81M	Sell	35,857 -365	-1%	-$18.4K	0.92%	24
2026 Q2	$1.83M	Buy	36,222 +1,233	+4%	+$62.3K	0.95%	23
2026 Q1	$1.77M	Sell	34,989 -427	-1%	-$21.6K	1.1%	23
2025 Q4	$1.8M	Buy	35,416 +606	+2%	+$30.7K	1.07%	21
2025 Q3	$1.77M	Sell	34,810 -638	-2%	-$32.3K	1.07%	22
2025 Q2	$1.8M	Buy	+35,448	New	+$1.79M	1.17%	20

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

Carter Financial Group's JPST Position: Q3 2026 in Review

Carter Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1% in Q3 2026, selling an estimated $18.4K and leaving 35,857 shares worth $1.81M. The position accounts for 0.92% of the portfolio, ranked #24.

Carter Financial Group first reported a position in JPST in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.83M in Q2 2026. 786 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Carter Financial Group held 35,857 shares of JPMorgan Ultra-Short Income ETF worth $1.81M as of Q3 2026.
Carter Financial Group sold 365 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $18.4K.
JPMorgan Ultra-Short Income ETF made up 0.92% of Carter Financial Group's portfolio in Q3 2026, its #24 holding.
Carter Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 6 quarters since.
Carter Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $1.83M in Q2 2026.
786 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.