Helen Stephens Group
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Helen Stephens Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Helen Stephens 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 		$14.2M Buy
281,556
+19,462
+7% +$982K 2.26% 10
2026
Q2 		$13.3M Buy
262,094
+7,870
+3% +$398K 2.25% 10
2026
Q1 		$12.9M Buy
254,224
+36,566
+17% +$1.85M 2.57% 9
2025
Q4 		$11M Buy
217,658
+12,744
+6% +$646K 2.31% 10
2025
Q3 		$10.4M Buy
204,914
+9,199
+5% +$466K 2.31% 10
2025
Q2 		$9.9M Sell
195,715
-27,798
-12% -$1.4M 2.46% 10
2025
Q1 		$11.3M Buy
223,513
+3,548
+2% +$179K 3.2% 10
2024
Q4 		$11.1M Sell
219,965
-35,705
-14% -$1.8M 3.28% 10
2024
Q3 		$13M Buy
255,670
+29,413
+13% +$1.49M 3.94% 7
2024
Q2 		$11.4M Buy
226,257
+17,685
+8% +$891K 3.95% 7
2024
Q1 		$10.5M Buy
208,572
+7,286
+4% +$367K 4.06% 7
2023
Q4 		$10.1M Buy
201,286
+6,693
+3% +$336K 4.53% 7
2023
Q3 		$9.8M Sell
194,593
-3,448
-2% -$173K 5.05% 7
2023
Q2 		$9.9M Buy
198,041
+79
+0% +$3.96K 5.02% 6
2023
Q1 		$10M Buy
197,962
+14,579
+8% +$733K 5.18% 6
2022
Q4 		$9.19M Buy
183,383
+2,653
+1% +$133K 5.49% 6
2022
Q3 		$9.06M Buy
180,730
+27,280
+18% +$1.37M 6.35% 5
2022
Q2 		$7.69M Buy
153,450
+2,875
+2% +$144K 5.45% 8
2022
Q1 		$7.57M Buy
+150,575
New +$7.58M 5.22% 8

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
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 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

Helen Stephens Group's JPST Position: Q3 2026 in Review

Helen Stephens Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.4% in Q3 2026, buying an estimated $982K and bringing the position to 281,556 shares worth $14.2M. The position accounts for 2.26% of the portfolio, ranked #10.

Helen Stephens Group first reported a position in JPST in Q1 2022 and has held it in 19 quarters since. 589 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Helen Stephens Group held 281,556 shares of JPMorgan Ultra-Short Income ETF worth $14.2M as of Q3 2026.
  • Helen Stephens Group bought 19,462 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $982K.
  • JPMorgan Ultra-Short Income ETF made up 2.26% of Helen Stephens Group's portfolio in Q3 2026, its #10 holding.
  • Helen Stephens Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 19 quarters since.
  • 589 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.