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

Encompass 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 		$23.5M Buy
467,154
+238,717
+105% +$12M 3.48% 7
2026
Q2 		$11.6M Buy
228,437
+577
+0.3% +$29.1K 3.52% 6
2026
Q1 		$11.5M Buy
227,860
+2,787
+1% +$141K 4.01% 6
2025
Q4 		$11.4M Buy
225,073
+7,940
+4% +$402K 3.87% 6
2025
Q3 		$11M Buy
217,133
+3,890
+2% +$197K 3.75% 6
2025
Q2 		$10.8M Sell
213,243
-1,973
-0.9% -$100K 3.96% 6
2025
Q1 		$10.9M Sell
215,216
-1,027
-0.5% -$51.9K 4.44% 6
2024
Q4 		$10.9M Buy
216,243
+17,922
+9% +$905K 4.4% 6
2024
Q3 		$10.1M Buy
198,321
+907
+0.5% +$45.8K 2.52% 8
2024
Q2 		$10M Buy
197,414
+10,662
+6% +$537K 2.64% 9
2024
Q1 		$9.42M Sell
186,752
-3,475
-2% -$175K 2.5% 9
2023
Q4 		$9.6M Buy
190,227
+926
+0.5% +$46.5K 2.87% 7
2023
Q3 		$9.5M Sell
189,301
-3,230
-2% -$162K 3.16% 6
2023
Q2 		$9.7M Sell
192,531
-3,730
-2% -$187K 3.14% 7
2023
Q1 		$9.9M Buy
196,261
+1,921
+1% +$96.5K 3.36% 7
2022
Q4 		$9.7M Sell
194,340
-2,139
-1% -$107K 3.55% 6
2022
Q3 		$9.9M Buy
196,479
+200
+0.1% +$10K 3.75% 6
2022
Q2 		$9.8M Sell
196,279
-15,524
-7% -$779K 3.48% 6
2022
Q1 		$10.6M Sell
211,803
-169
-0.1% -$8.51K 2.69% 8
2021
Q4 		$10.7M Buy
211,972
+6,274
+3% +$317K 2.6% 8
2021
Q3 		$10.4M Sell
205,698
-5,505
-3% -$279K 2.72% 7
2021
Q2 		$10.7M Sell
211,203
-22,427
-10% -$1.14M 2.64% 7
2021
Q1 		$11.8M Buy
233,630
+56,800
+32% +$2.88M 3.02% 6
2020
Q4 		$8.98M Buy
+176,830
New +$8.98M 5.17% 5

Other funds holding JPST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

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

Encompass Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 105% in Q3 2026, buying an estimated $12M and bringing the position to 467,154 shares worth $23.5M. The position accounts for 3.48% of the portfolio, ranked #7.

Encompass Wealth Advisors first reported a position in JPST in Q4 2020 and has held it in 24 quarters since. 420 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Encompass Wealth Advisors held 467,154 shares of JPMorgan Ultra-Short Income ETF worth $23.5M as of Q3 2026.
  • Encompass Wealth Advisors bought 238,717 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $12M.
  • JPMorgan Ultra-Short Income ETF made up 3.48% of Encompass Wealth Advisors's portfolio in Q3 2026, its #7 holding.
  • Encompass Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 24 quarters since.
  • 420 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.