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

Farther Finance 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 		$21.2M Buy
420,309
+25,421
+6% +$1.28M 0.15% 116
2026
Q2 		$20M Buy
394,888
+49,922
+14% +$2.52M 0.16% 116
2026
Q1 		$17.4M Buy
344,966
+197,401
+134% +$10M 0.16% 111
2025
Q4 		$7.47M Buy
147,565
+48,223
+49% +$2.44M 0.08% 225
2025
Q3 		$5.04M Buy
99,342
+22,589
+29% +$1.14M 0.08% 220
2025
Q2 		$3.89M Buy
76,753
+34,370
+81% +$1.74M 0.08% 225
2025
Q1 		$2.14M Buy
42,383
+11,310
+36% +$571K 0.05% 288
2024
Q4 		$1.57M Buy
31,073
+2,762
+10% +$139K 0.06% 261
2024
Q3 		$1.44M Sell
28,311
-13,164
-32% -$665K 0.05% 260
2024
Q2 		$2.08M Buy
41,475
+24,301
+141% +$1.22M 0.1% 164
2024
Q1 		$863K Sell
17,174
-102,246
-86% -$5.15M 0.05% 284
2023
Q4 		$6M Buy
119,420
+108,643
+1,008% +$5.45M 0.43% 46
2023
Q3 		$541K Buy
10,777
+6,578
+157% +$330K 0.08% 196
2023
Q2 		$211K Sell
4,199
-1,033
-20% -$51.8K 0.05% 307
2023
Q1 		$263K Sell
5,232
-12,678
-71% -$637K 0.08% 230
2022
Q4 		$898K Buy
+17,910
New +$898K 0.35% 56

Other funds holding JPST

MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Farther Finance Advisors's JPST Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.4% in Q3 2026, buying an estimated $1.28M and bringing the position to 420,309 shares worth $21.2M. The position accounts for 0.15% of the portfolio, ranked #116.

Farther Finance Advisors first reported a position in JPST in Q4 2022 and has held it in 16 quarters since. 52 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Farther Finance Advisors held 420,309 shares of JPMorgan Ultra-Short Income ETF worth $21.2M as of Q3 2026.
  • Farther Finance Advisors bought 25,421 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $1.28M.
  • JPMorgan Ultra-Short Income ETF made up 0.15% of Farther Finance Advisors's portfolio in Q3 2026, its #116 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 16 quarters since.
  • 52 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.