Evolution Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Evolution Wealth Management’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	$205K	Buy	4,062 +11	+0.3%	+$555	0.12%	112
2026 Q2	$205K	Sell	4,051 -889	-18%	-$44.9K	0.12%	116
2026 Q1	$250K	Sell	4,940 -6,882	-58%	-$349K	0.18%	93
2025 Q4	$598K	Buy	11,822 +2,806	+31%	+$142K	0.49%	39
2025 Q3	$457K	Buy	9,016 +3,611	+67%	+$183K	0.47%	43
2025 Q2	$274K	Buy	+5,405	New	+$273K	0.34%	56

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

Evolution Wealth Management's JPST Position: Q3 2026 in Review

Evolution Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.27% in Q3 2026, buying an estimated $555 and bringing the position to 4,062 shares worth $205K. The position accounts for 0.12% of the portfolio, ranked #112.

Evolution Wealth Management first reported a position in JPST in Q2 2025 and has held it in 6 quarters since. The position peaked at $598K in Q4 2025. 533 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Evolution Wealth Management held 4,062 shares of JPMorgan Ultra-Short Income ETF worth $205K as of Q3 2026.
Evolution Wealth Management bought 11 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $555.
JPMorgan Ultra-Short Income ETF made up 0.12% of Evolution Wealth Management's portfolio in Q3 2026, its #112 holding.
Evolution Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 6 quarters since.
Evolution Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $598K in Q4 2025.
533 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Evolution Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.