Fiduciary Alliance
JPST icon

Fiduciary Alliance’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Fiduciary Alliance’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 		$252K Sell
5,012
-1,473
-23% -$74.3K 0.02% 440
2026
Q2 		$328K Sell
6,485
-695
-10% -$35.1K 0.02% 421
2026
Q1 		$363K Sell
7,180
-2,120
-23% -$107K 0.02% 416
2025
Q4 		$471K Buy
9,300
+471
+5% +$23.9K 0.03% 354
2025
Q3 		$448K Sell
8,829
-9,301
-51% -$471K 0.03% 358
2025
Q2 		$919K Buy
18,130
+2,824
+18% +$143K 0.07% 232
2025
Q1 		$775K Buy
15,306
+401
+3% +$20.3K 0.08% 199
2024
Q4 		$751K Buy
14,905
+2,535
+20% +$128K 0.08% 188
2024
Q3 		$628K Sell
12,370
-707
-5% -$35.7K 0.08% 136
2024
Q2 		$657K Buy
13,077
+1,602
+14% +$80.7K 0.11% 107
2024
Q1 		$576K Buy
11,475
+5,523
+93% +$278K 0.1% 114
2023
Q4 		$299K Buy
+5,952
New +$299K 0.06% 145
2023
Q3 		– Sell
-171
Closed -$8.57K – 580
2023
Q2 		$8.57K Sell
171
-84,561
-100% -$4.24M ﹤0.01% 595
2023
Q1 		$4.26M Buy
84,732
+84,149
+14,434% +$4.23M 1.07% 33
2022
Q4 		$29.2K Buy
+583
New +$29.2K 0.01% 271

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

Fiduciary Alliance's JPST Position: Q3 2026 in Review

Fiduciary Alliance reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 23% in Q3 2026, selling an estimated $74.3K and leaving 5,012 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #440.

Fiduciary Alliance first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.26M in Q1 2023. 420 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Fiduciary Alliance held 5,012 shares of JPMorgan Ultra-Short Income ETF worth $252K as of Q3 2026.
  • Fiduciary Alliance sold 1,473 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $74.3K.
  • JPMorgan Ultra-Short Income ETF made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #440 holding.
  • Fiduciary Alliance first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's JPMorgan Ultra-Short Income ETF position peaked at $4.26M in Q1 2023.
  • 420 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.