Eagle Strategies
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Eagle Strategies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Eagle Strategies’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 		$1.49M Sell
29,643
-521
-2% -$26.3K 0.14% 114
2026
Q2 		$1.53M Sell
30,164
-102,705
-77% -$5.19M 0.15% 113
2026
Q1 		$6.72M Buy
132,869
+4,605
+4% +$233K 0.8% 35
2025
Q4 		$6.49M Buy
128,264
+16
+0% +$811 0.83% 34
2025
Q3 		$6.51M Buy
128,248
+123,009
+2,348% +$6.23M 0.87% 35
2025
Q2 		$266K Buy
+5,239
New +$265K 0.04% 201
2024
Q1 		– Sell
-85,359
Closed -$4.29M – 303
2023
Q4 		$4.29M Sell
85,359
-158,789
-65% -$7.97M 0.92% 30
2023
Q3 		$12.3M Buy
244,148
+11,889
+5% +$596K 3.02% 6
2023
Q2 		$11.6M Sell
232,259
-17,486
-7% -$878K 2.83% 6
2023
Q1 		$12.6M Buy
249,745
+22,971
+10% +$1.15M 3.14% 6
2022
Q4 		$11.4M Buy
226,774
+9,759
+4% +$489K 3.4% 4
2022
Q3 		$10.9M Buy
217,015
+149,523
+222% +$7.5M 5.69% 2
2022
Q2 		$3.38M Buy
67,492
+37,559
+125% +$1.88M 1.23% 25
2022
Q1 		$1.5M Sell
29,933
-16,133
-35% -$813K 0.59% 42
2021
Q4 		$2.32M Buy
+46,066
New +$2.33M 0.91% 29

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Eagle Strategies's JPST Position: Q3 2026 in Review

Eagle Strategies reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.7% in Q3 2026, selling an estimated $26.3K and leaving 29,643 shares worth $1.49M. The position accounts for 0.14% of the portfolio, ranked #114.

Eagle Strategies first reported a position in JPST in Q4 2021 and has held it in 15 quarters since. The position peaked at $12.6M in Q1 2023. 904 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Eagle Strategies held 29,643 shares of JPMorgan Ultra-Short Income ETF worth $1.49M as of Q3 2026.
  • Eagle Strategies sold 521 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $26.3K.
  • JPMorgan Ultra-Short Income ETF made up 0.14% of Eagle Strategies's portfolio in Q3 2026, its #114 holding.
  • Eagle Strategies first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 15 quarters since.
  • Eagle Strategies's JPMorgan Ultra-Short Income ETF position peaked at $12.6M in Q1 2023.
  • 904 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.