Donoghue Forlines’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Donoghue Forlines’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	$10.9M	Buy	+216,262	New	+$10.9M	2.75%	5
2025 Q4	–	Sell	-653,942	Closed	-$33.2M	–	133
2025 Q3	$33.2M	Buy	653,942 +120,825	+23%	+$6.12M	10.22%	2
2025 Q2	$27M	Buy	+533,117	New	+$26.9M	7.71%	3
2025 Q1	–	Sell	-634,530	Closed	-$32M	–	125
2024 Q4	$32M	Buy	634,530 +183,204	+41%	+$9.25M	10.69%	2
2024 Q3	$22.9M	Buy	+451,326	New	+$22.8M	6.53%	2
2021 Q2	–	Sell	-190,450	Closed	-$9.7M	–	222
2021 Q1	$9.7M	Buy	190,450 +72,359	+61%	+$3.67M	1.88%	14
2020 Q4	$6M	Sell	118,091 -931,531	-89%	-$47.3M	1.16%	21
2020 Q3	$53.3M	Sell	1,049,622 -17,383	-2%	-$883K	14.61%	1
2020 Q2	$54.1M	Buy	+1,067,005	New	+$53.7M	14.12%	1

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

Donoghue Forlines's JPST Position: Q3 2026 in Review

Donoghue Forlines opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2026: 216,262 shares worth $10.9M. The stake represents 2.75% of the portfolio and ranks #5 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in JPST as recently as Q3 2025.

Donoghue Forlines first reported a position in JPST in Q2 2020 and has held it in 9 quarters since. The position peaked at $54.1M in Q2 2020. 786 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Donoghue Forlines held 216,262 shares of JPMorgan Ultra-Short Income ETF worth $10.9M as of Q3 2026.
JPMorgan Ultra-Short Income ETF was a new Donoghue Forlines position in Q3 2026.
JPMorgan Ultra-Short Income ETF made up 2.75% of Donoghue Forlines's portfolio in Q3 2026, its #5 holding.
Donoghue Forlines first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 9 quarters since.
Donoghue Forlines's JPMorgan Ultra-Short Income ETF position peaked at $54.1M in Q2 2020.
786 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.