Helium Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Helium Advisors’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	$8.62M	Buy	171,128 +267	+0.2%	+$13.5K	7.49%	2
2026 Q2	$8.64M	Buy	170,861 +4,750	+3%	+$240K	7.18%	2
2026 Q1	$8.41M	Sell	166,111 -4,208	-2%	-$213K	8%	2
2025 Q4	$8.62M	Sell	170,319 -42,010	-20%	-$2.13M	8.73%	1
2025 Q3	$10.8M	Sell	212,329 -113,242	-35%	-$5.73M	8.99%	2
2025 Q2	$16.5M	Buy	325,571 +40,301	+14%	+$2.04M	10.43%	1
2025 Q1	$14.4M	Buy	285,270 +51,271	+22%	+$2.59M	10.51%	2
2024 Q4	$11.8M	Buy	+233,999	New	+$11.8M	9.34%	2

Other funds holding JPST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Helium Advisors's JPST Position: Q3 2026 in Review

Helium Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.16% in Q3 2026, buying an estimated $13.5K and bringing the position to 171,128 shares worth $8.62M. The position accounts for 7.49% of the portfolio, ranked #2.

Helium Advisors first reported a position in JPST in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.5M in Q2 2025. 420 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Helium Advisors held 171,128 shares of JPMorgan Ultra-Short Income ETF worth $8.62M as of Q3 2026.
Helium Advisors bought 267 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $13.5K.
JPMorgan Ultra-Short Income ETF made up 7.49% of Helium Advisors's portfolio in Q3 2026, its #2 holding.
Helium Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 8 quarters since.
Helium Advisors's JPMorgan Ultra-Short Income ETF position peaked at $16.5M in Q2 2025.
420 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.