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

Ergawealth 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 		$2.1M Sell
41,767
-3,641
-8% -$184K 0.83% 15
2026
Q2 		$2.3M Sell
45,408
-7,108
-14% -$359K 0.89% 14
2026
Q1 		$2.66M Buy
52,516
+8,429
+19% +$427K 1.18% 13
2025
Q4 		$2.23M Sell
44,087
-2,221
-5% -$113K 1.03% 14
2025
Q3 		$2.35M Sell
46,308
-33,663
-42% -$1.7M 1.09% 18
2025
Q2 		$4.05M Sell
79,971
-8,398
-10% -$424K 1.82% 16
2025
Q1 		$4.47M Buy
88,369
+1,672
+2% +$84.5K 2.22% 14
2024
Q4 		$4.37M Buy
86,697
+3,694
+4% +$187K 2.16% 14
2024
Q3 		$4.21M Sell
83,003
-6,879
-8% -$348K 2.09% 15
2024
Q2 		$4.54M Buy
89,882
+2,138
+2% +$108K 2.47% 13
2024
Q1 		$4.43M Sell
87,744
-6,044
-6% -$304K 2.43% 12
2023
Q4 		$4.71M Sell
93,788
-2,237
-2% -$112K 2.9% 11
2023
Q3 		$4.82M Buy
96,025
+19,133
+25% +$959K 3.33% 9
2023
Q2 		$3.86M Buy
76,892
+25,604
+50% +$1.28M 2.64% 11
2023
Q1 		$2.58M Buy
51,288
+23,759
+86% +$1.19M 2.1% 11
2022
Q4 		$1.38M Buy
+27,529
New +$1.38M 1.25% 13

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

Ergawealth Advisors's JPST Position: Q3 2026 in Review

Ergawealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 8% in Q3 2026, selling an estimated $184K and leaving 41,767 shares worth $2.1M. The position accounts for 0.83% of the portfolio, ranked #15.

Ergawealth Advisors first reported a position in JPST in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.82M in Q3 2023. 420 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Ergawealth Advisors held 41,767 shares of JPMorgan Ultra-Short Income ETF worth $2.1M as of Q3 2026.
  • Ergawealth Advisors sold 3,641 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $184K.
  • JPMorgan Ultra-Short Income ETF made up 0.83% of Ergawealth Advisors's portfolio in Q3 2026, its #15 holding.
  • Ergawealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Ergawealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.82M in Q3 2023.
  • 420 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.