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Financial Enhancement Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Financial Enhancement Group’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 		$11.7M Buy
231,856
+32,910
+17% +$1.66M 1.34% 27
2026
Q2 		$10.1M Buy
198,946
+17,149
+9% +$866K 1.2% 29
2026
Q1 		$9.19M Buy
181,797
+8,373
+5% +$424K 1.14% 32
2025
Q4 		$8.79M Buy
173,424
+10,191
+6% +$516K 1.14% 33
2025
Q3 		$8.26M Buy
163,233
+6,809
+4% +$345K 1.11% 34
2025
Q2 		$7.91M Buy
156,424
+20,351
+15% +$1.03M 1.13% 31
2025
Q1 		$6.87M Buy
136,073
+13,954
+11% +$705K 1.07% 33
2024
Q4 		$6.16M Buy
122,119
+59,861
+96% +$3.02M 0.94% 38
2024
Q3 		$3.13M Sell
62,258
-38,108
-38% -$1.93M 0.61% 51
2024
Q2 		$5.06M Buy
100,366
+10,706
+12% +$539K 0.81% 40
2024
Q1 		$4.51M Sell
89,660
-3,013
-3% -$152K 0.74% 51
2023
Q4 		$4.67M Sell
92,673
-1,812
-2% -$90.9K 0.82% 44
2023
Q3 		$4.73M Sell
94,485
-9,392
-9% -$471K 0.91% 40
2023
Q2 		$5.2M Buy
103,877
+41,619
+67% +$2.09M 0.96% 36
2023
Q1 		$3.13M Buy
62,258
+29,967
+93% +$1.51M 0.61% 51
2022
Q4 		$1.62M Buy
32,291
+28,816
+829% +$1.44M 0.31% 69
2022
Q3 		$174K Buy
3,475
+200
+6% +$10K 0.04% 102
2022
Q2 		$164K Hold
3,275
– – 0.04% 104
2022
Q1 		$165K Sell
3,275
-9,900
-75% -$499K 0.03% 111
2021
Q4 		$665K Sell
13,175
-33,162
-72% -$1.68M 0.12% 72
2021
Q3 		$2.35M Buy
46,337
+12,124
+35% +$615K 0.44% 43
2021
Q2 		$1.74M Buy
34,213
+20,000
+141% +$1.01M 0.36% 48
2021
Q1 		$721K Sell
14,213
-8,300
-37% -$421K 0.15% 62
2020
Q4 		$1.14M Buy
22,513
+6,362
+39% +$323K 0.24% 58
2020
Q3 		$820K Sell
16,151
-3,000
-16% -$152K 0.19% 59
2020
Q2 		$972K Buy
19,151
+8,316
+77% +$419K 0.24% 56
2020
Q1 		$538K Sell
10,835
-1,430
-12% -$71.9K 0.16% 67
2019
Q4 		$619K Buy
12,265
+365
+3% +$18.4K 0.16% 62
2019
Q3 		$600K Buy
11,900
+9,900
+495% +$500K 0.16% 59
2019
Q2 		$101K Buy
2,000
+1,000
+100% +$50.4K 0.03% 106
2019
Q1 		$50K Buy
+1,000
New +$50.3K 0.02% 138

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
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

Financial Enhancement Group's JPST Position: Q3 2026 in Review

Financial Enhancement Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q3 2026, buying an estimated $1.66M and bringing the position to 231,856 shares worth $11.7M. The position accounts for 1.34% of the portfolio, ranked #27.

Financial Enhancement Group first reported a position in JPST in Q1 2019 and has held it in 31 quarters since. 52 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Financial Enhancement Group held 231,856 shares of JPMorgan Ultra-Short Income ETF worth $11.7M as of Q3 2026.
  • Financial Enhancement Group bought 32,910 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $1.66M.
  • JPMorgan Ultra-Short Income ETF made up 1.34% of Financial Enhancement Group's portfolio in Q3 2026, its #27 holding.
  • Financial Enhancement Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 31 quarters since.
  • 52 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.