Cooper Financial Group
JPST icon

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

Cooper 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 		$17.1M Sell
339,962
-15,329
-4% -$773K 1.36% 19
2026
Q2 		$18M Sell
355,291
-12,562
-3% -$635K 1.49% 18
2026
Q1 		$18.6M Sell
367,853
-15,715
-4% -$796K 1.88% 12
2025
Q4 		$19.4M Sell
383,568
-8,736
-2% -$443K 2.06% 12
2025
Q3 		$19.9M Sell
392,304
-9,902
-2% -$501K 2.2% 10
2025
Q2 		$20.4M Sell
402,206
-11,293
-3% -$570K 2.4% 10
2025
Q1 		$20.9M Sell
413,499
-62,207
-13% -$3.14M 2.76% 7
2024
Q4 		$24M Buy
475,706
+74,280
+19% +$3.75M 2.89% 6
2024
Q3 		$20.4M Buy
401,426
+63,581
+19% +$3.21M 2.64% 8
2024
Q2 		$17.1M Buy
337,845
+29,745
+10% +$1.5M 2.51% 9
2024
Q1 		$15.5M Sell
308,100
-5,366
-2% -$270K 2.55% 9
2023
Q4 		$15.7M Buy
313,466
+2,048
+0.7% +$103K 2.86% 8
2023
Q3 		$15.6M Buy
311,418
+43,546
+16% +$2.18M 3.76% 2
2023
Q2 		$13.4M Buy
267,872
+31,162
+13% +$1.56M 3.33% 3
2023
Q1 		$11.9M Buy
236,710
+20,112
+9% +$1.01M 3.21% 3
2022
Q4 		$10.9M Buy
216,598
+151,147
+231% +$7.58M 3.32% 3
2022
Q3 		$3.28M Buy
65,451
+17,268
+36% +$866K 1.18% 18
2022
Q2 		$2.41M Buy
48,183
+11,842
+33% +$594K 0.88% 23
2022
Q1 		$1.83M Buy
36,341
+14,379
+65% +$724K 0.69% 33
2021
Q4 		$1.11M Sell
21,962
-36,891
-63% -$1.87M 0.42% 59
2021
Q3 		$2.98M Sell
58,853
-31,413
-35% -$1.59M 0.62% 32
2021
Q2 		$4.58M Buy
90,266
+76
+0.1% +$3.86K 0.93% 21
2021
Q1 		$4.58M Buy
90,190
+3,524
+4% +$179K 1.03% 20
2020
Q4 		$4.4M Buy
86,666
+4,392
+5% +$223K 0.9% 22
2020
Q3 		$4.18M Sell
82,274
-10,363
-11% -$527K 1.21% 21
2020
Q2 		$4.7M Buy
92,637
+52,436
+130% +$2.64M 1.52% 18
2020
Q1 		$2M Sell
40,201
-3,495
-8% -$176K 0.83% 22
2019
Q4 		$2.2M Buy
43,696
+3,898
+10% +$197K 0.88% 21
2019
Q3 		$2.01M Buy
39,798
+3,959
+11% +$200K 0.91% 22
2019
Q2 		$1.81M Buy
35,839
+16,749
+88% +$844K 0.88% 22
2019
Q1 		$960K Buy
+19,090
New +$959K 0.53% 27

Other funds holding JPST

LPL Financial
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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

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

Cooper Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.3% in Q3 2026, selling an estimated $773K and leaving 339,962 shares worth $17.1M. The position accounts for 1.36% of the portfolio, ranked #19.

Cooper Financial Group first reported a position in JPST in Q1 2019 and has held it in 31 quarters since. The position peaked at $24M in Q4 2024. 786 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Cooper Financial Group held 339,962 shares of JPMorgan Ultra-Short Income ETF worth $17.1M as of Q3 2026.
  • Cooper Financial Group sold 15,329 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $773K.
  • JPMorgan Ultra-Short Income ETF made up 1.36% of Cooper Financial Group's portfolio in Q3 2026, its #19 holding.
  • Cooper Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 31 quarters since.
  • Cooper Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $24M in Q4 2024.
  • 786 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.