Elevation Wealth Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Elevation Wealth Partners’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	$53.7K	Hold	1,066	–	–	0.02%	371
2026 Q2	$53.9K	Sell	1,066 -1,273	-54%	-$64.3K	0.02%	285
2026 Q1	$118K	Hold	2,339	–	–	0.04%	159
2025 Q4	$118K	Hold	2,339	–	–	0.04%	158
2025 Q3	$119K	Hold	2,339	–	–	0.04%	160
2025 Q2	$119K	Hold	2,339	–	–	0.05%	157
2025 Q1	$118K	Hold	2,339	–	–	0.05%	150
2024 Q4	$118K	Buy	+2,339	New	+$118K	0.05%	152
2024 Q3	–	Sell	-2,339	Closed	-$117K	–	516
2024 Q2	$117K	Hold	2,339	–	–	0.06%	141
2024 Q1	$117K	Sell	2,339 -1,995	-46%	-$100K	0.06%	141
2023 Q4	$218K	Hold	4,334	–	–	0.13%	95
2023 Q3	$217K	Buy	4,334 +1,839	+74%	+$92.1K	0.19%	53
2023 Q2	$125K	Sell	2,495 -3,817	-60%	-$192K	0.11%	84
2023 Q1	$318K	Buy	+6,312	New	+$317K	0.29%	45

Other funds holding JPST

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

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

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Elevation Wealth Partners's JPST Position: Q3 2026 in Review

Elevation Wealth Partners held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q3 2026 at 1,066 shares worth $53.7K. The position accounts for 0.02% of the portfolio, ranked #371.

Elevation Wealth Partners first reported a position in JPST in Q1 2023 and has held it in 14 quarters since. The position peaked at $318K in Q1 2023. 517 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Elevation Wealth Partners held 1,066 shares of JPMorgan Ultra-Short Income ETF worth $53.7K as of Q3 2026.
Elevation Wealth Partners left its JPMorgan Ultra-Short Income ETF share count unchanged in Q3 2026.
JPMorgan Ultra-Short Income ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #371 holding.
Elevation Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $318K in Q1 2023.
517 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.