Forza Wealth Management
JPST icon

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

Forza 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 		$5.46M Sell
108,493
-16,800
-13% -$847K 1.58% 13
2026
Q2 		$6.34M Sell
125,293
-10,400
-8% -$525K 1.94% 10
2026
Q1 		$6.87M Sell
135,693
-6,980
-5% -$353K 2.39% 6
2025
Q4 		$7.22M Buy
142,673
+16,185
+13% +$820K 2.61% 5
2025
Q3 		$6.42M Sell
126,488
-14,050
-10% -$711K 2.46% 4
2025
Q2 		$7.12M Buy
140,538
+9,333
+7% +$471K 2.92% 3
2025
Q1 		$6.64M Buy
131,205
+2,025
+2% +$102K 2.99% 3
2024
Q4 		$6.51M Buy
129,180
+4,825
+4% +$244K 2.96% 4
2024
Q3 		$6.31M Sell
124,355
-650
-0.5% -$32.8K 2.89% 3
2024
Q2 		$6.31M Sell
125,005
-2,000
-2% -$101K 3.25% 2
2024
Q1 		$6.41M Sell
127,005
-2,980
-2% -$150K 3.33% 2
2023
Q4 		$6.53M Buy
129,985
+2,205
+2% +$111K 3.6% 2
2023
Q3 		$6.41M Sell
127,780
-1,200
-0.9% -$60.1K 3.31% 2
2023
Q2 		$6.47M Sell
128,980
-11,700
-8% -$587K 3.26% 2
2023
Q1 		$7.08M Sell
140,680
-3,200
-2% -$161K 3.65% 2
2022
Q4 		$7.21M Buy
+143,880
New +$7.21M 4.79% 1

Other funds holding JPST

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
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
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

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

Forza Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q3 2026, selling an estimated $847K and leaving 108,493 shares worth $5.46M. The position accounts for 1.58% of the portfolio, ranked #13.

Forza Wealth Management first reported a position in JPST in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.22M in Q4 2025. 380 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Forza Wealth Management held 108,493 shares of JPMorgan Ultra-Short Income ETF worth $5.46M as of Q3 2026.
  • Forza Wealth Management sold 16,800 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $847K.
  • JPMorgan Ultra-Short Income ETF made up 1.58% of Forza Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Forza Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Forza Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $7.22M in Q4 2025.
  • 380 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.