Heritage Wealth Architects’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Heritage Wealth Architects’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	$522K	Buy	10,399 +1,705	+20%	+$86K	0.21%	41
2026 Q2	$439K	Sell	8,694 -1,930	-18%	-$97.5K	0.17%	52
2026 Q1	$536K	Sell	10,624 -20,905	-66%	-$1.06M	0.22%	47
2025 Q4	$1.6M	Buy	31,529 +3,353	+12%	+$170K	0.75%	21
2025 Q3	$1.43M	Buy	28,176 +7,125	+34%	+$361K	0.88%	21
2025 Q2	$1.07M	Sell	21,051 -7,832	-27%	-$396K	0.79%	24
2025 Q1	$1.46M	Buy	+28,883	New	+$1.46M	1.42%	15

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

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

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Heritage Wealth Architects's JPST Position: Q3 2026 in Review

Heritage Wealth Architects increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 20% in Q3 2026, buying an estimated $86K and bringing the position to 10,399 shares worth $522K. The position accounts for 0.21% of the portfolio, ranked #41.

Heritage Wealth Architects first reported a position in JPST in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2025. 52 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Heritage Wealth Architects held 10,399 shares of JPMorgan Ultra-Short Income ETF worth $522K as of Q3 2026.
Heritage Wealth Architects bought 1,705 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $86K.
JPMorgan Ultra-Short Income ETF made up 0.21% of Heritage Wealth Architects's portfolio in Q3 2026, its #41 holding.
Heritage Wealth Architects first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 7 quarters since.
Heritage Wealth Architects's JPMorgan Ultra-Short Income ETF position peaked at $1.6M in Q4 2025.
52 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.