Financial Management Professionals
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Financial Management Professionals’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Financial Management Professionals’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 		$19.6M Buy
389,046
+5,856
+2% +$295K 1.85% 17
2026
Q2 		$19.4M Buy
383,190
+17,358
+5% +$877K 1.84% 18
2026
Q1 		$18.5M Buy
365,832
+26,291
+8% +$1.33M 2.08% 15
2025
Q4 		$17.2M Buy
339,541
+18,149
+6% +$920K 1.78% 17
2025
Q3 		$16.3M Buy
321,392
+7,380
+2% +$374K 1.7% 17
2025
Q2 		$15.9M Sell
314,012
-165,037
-34% -$8.34M 1.79% 18
2025
Q1 		$24.3M Buy
479,049
+7,525
+2% +$380K 3.1% 11
2024
Q4 		$23.8M Sell
471,524
-141,023
-23% -$7.12M 3% 10
2024
Q3 		$31.1M Buy
612,547
+45,967
+8% +$2.32M 3.86% 9
2024
Q2 		$28.6M Buy
566,580
+39,246
+7% +$1.98M 3.92% 9
2024
Q1 		$26.6M Buy
527,334
+10,853
+2% +$546K 3.92% 7
2023
Q4 		$25.9M Buy
516,481
+5,278
+1% +$265K 4.23% 7
2023
Q3 		$25.7M Sell
511,203
-46,864
-8% -$2.35M 4.51% 7
2023
Q2 		$28M Buy
558,067
+52,493
+10% +$2.63M 4.68% 5
2023
Q1 		$25.4M Buy
505,574
+21,610
+4% +$1.09M 4.91% 5
2022
Q4 		$24.3M Buy
483,964
+314,145
+185% +$15.7M 4.96% 6
2022
Q3 		$8.52M Buy
169,819
+72,686
+75% +$3.64M 1.95% 14
2022
Q2 		$4.86M Buy
97,133
+22,154
+30% +$1.11M 1.18% 22
2022
Q1 		$3.77M Buy
74,979
+250
+0.3% +$12.6K 0.82% 28
2021
Q4 		$3.77M Sell
74,729
-2,538
-3% -$128K 0.8% 31
2021
Q3 		$3.92M Sell
77,267
-1,525
-2% -$77.3K 0.9% 26
2021
Q2 		$4M Buy
78,792
+16,814
+27% +$853K 1.03% 25
2021
Q1 		$3.15M Buy
+61,978
New +$3.15M 0.84% 25

Other funds holding JPST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 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
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 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

Financial Management Professionals's JPST Position: Q3 2026 in Review

Financial Management Professionals increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.5% in Q3 2026, buying an estimated $295K and bringing the position to 389,046 shares worth $19.6M. The position accounts for 1.85% of the portfolio, ranked #17.

Financial Management Professionals first reported a position in JPST in Q1 2021 and has held it in 23 quarters since. The position peaked at $31.1M in Q3 2024. 583 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Financial Management Professionals held 389,046 shares of JPMorgan Ultra-Short Income ETF worth $19.6M as of Q3 2026.
  • Financial Management Professionals bought 5,856 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $295K.
  • JPMorgan Ultra-Short Income ETF made up 1.85% of Financial Management Professionals's portfolio in Q3 2026, its #17 holding.
  • Financial Management Professionals first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 23 quarters since.
  • Financial Management Professionals's JPMorgan Ultra-Short Income ETF position peaked at $31.1M in Q3 2024.
  • 583 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.