Choice Wealth Advisors
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Choice Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Choice Wealth Advisors’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 		$588K Sell
11,673
-223,547
-95% -$11.3M 0.2% 27
2026
Q2 		$11.9M Buy
235,220
+288
+0.1% +$14.5K 4.17% 10
2026
Q1 		$11.9M Buy
234,932
+8,150
+4% +$413K 4.67% 9
2025
Q4 		$11.5M Buy
226,782
+3,588
+2% +$182K 4.54% 9
2025
Q3 		$11.3M Buy
223,194
+8,843
+4% +$448K 4.85% 8
2025
Q2 		$10.9M Buy
214,351
+5,273
+3% +$266K 4.91% 9
2025
Q1 		$10.6M Buy
209,078
+288
+0.1% +$14.5K 5.52% 8
2024
Q4 		$10.5M Buy
208,790
+8,836
+4% +$446K 5.37% 8
2024
Q3 		$10.1M Buy
199,954
+7,186
+4% +$363K 5.07% 8
2024
Q2 		$9.7M Buy
192,768
+9,236
+5% +$465K 5.16% 8
2024
Q1 		$9.26M Buy
183,532
+4,107
+2% +$207K 5.61% 7
2023
Q4 		$9.01M Buy
179,425
+8,176
+5% +$410K 5.58% 7
2023
Q3 		$8.59M Buy
171,249
+834
+0.5% +$41.8K 6.07% 7
2023
Q2 		$8.54M Buy
170,415
+7,410
+5% +$372K 5.81% 7
2023
Q1 		$8.2M Sell
163,005
-4,945
-3% -$249K 5.96% 7
2022
Q4 		$8.42M Buy
167,950
+13,506
+9% +$677K 6.32% 7
2022
Q3 		$7.75M Buy
+154,444
New +$7.74M 6.48% 6
2022
Q2 		– Sell
-152,094
Closed -$7.64M – 45
2022
Q1 		$7.64M Sell
152,094
-11,932
-7% -$601K 6.06% 6
2021
Q4 		$8.28M Buy
164,026
+19,424
+13% +$983K 6.09% 6
2021
Q3 		$7.33M Sell
144,602
-22,404
-13% -$1.14M 5.95% 6
2021
Q2 		$8.47M Buy
167,006
+7,333
+5% +$372K 6.09% 6
2021
Q1 		$8.1M Buy
159,673
+5,655
+4% +$287K 6.69% 6
2020
Q4 		$7.82M Buy
+154,018
New +$7.82M 7.06% 6

Other funds holding JPST

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
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
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Fluent Financial
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Choice Wealth Advisors's JPST Position: Q3 2026 in Review

Choice Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 95% in Q3 2026, selling an estimated $11.3M and leaving 11,673 shares worth $588K. The position accounts for 0.2% of the portfolio, ranked #27.

Choice Wealth Advisors first reported a position in JPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.9M in Q2 2026. 530 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Choice Wealth Advisors held 11,673 shares of JPMorgan Ultra-Short Income ETF worth $588K as of Q3 2026.
  • Choice Wealth Advisors sold 223,547 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $11.3M.
  • JPMorgan Ultra-Short Income ETF made up 0.2% of Choice Wealth Advisors's portfolio in Q3 2026, its #27 holding.
  • Choice Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 23 quarters since.
  • Choice Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $11.9M in Q2 2026.
  • 530 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Choice Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.