Herold Advisors
JPST icon

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

Herold 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 		$3.42M Sell
67,820
-60
-0.1% -$3.03K 0.67% 39
2026
Q2 		$3.44M Sell
67,880
-6,626
-9% -$335K 0.68% 37
2026
Q1 		$3.77M Sell
74,506
-8,589
-10% -$435K 0.83% 32
2025
Q4 		$4.2M Sell
83,095
-6,490
-7% -$329K 0.94% 25
2025
Q3 		$4.54M Sell
89,585
-3,940
-4% -$199K 1.05% 24
2025
Q2 		$4.74M Buy
93,525
+2,106
+2% +$106K 0.99% 24
2025
Q1 		$4.63M Buy
91,419
+6,571
+8% +$332K 1.02% 21
2024
Q4 		$4.27M Buy
84,848
+6,565
+8% +$332K 0.93% 24
2024
Q3 		$3.97M Buy
78,283
+2,334
+3% +$118K 0.86% 27
2024
Q2 		$3.83M Buy
75,949
+11,324
+18% +$570K 0.89% 25
2024
Q1 		$3.26M Buy
64,625
+9,473
+17% +$477K 0.79% 31
2023
Q4 		$2.77M Buy
55,152
+5,794
+12% +$291K 0.77% 38
2023
Q3 		$2.48M Buy
49,358
+10,167
+26% +$509K 0.75% 32
2023
Q2 		$1.97M Buy
39,191
+15,737
+67% +$790K 0.6% 49
2023
Q1 		$1.18M Buy
23,454
+4,808
+26% +$242K 0.41% 78
2022
Q4 		$935K Buy
18,646
+7,240
+63% +$363K 0.4% 77
2022
Q3 		$572K Buy
11,406
+181
+2% +$9.07K 0.28% 100
2022
Q2 		$562K Sell
11,225
-2,050
-15% -$103K 0.25% 109
2022
Q1 		$667K Buy
13,275
+1,925
+17% +$97K 0.24% 106
2021
Q4 		$572K Buy
11,350
+600
+6% +$30.4K 0.22% 115
2021
Q3 		$545K Buy
+10,750
New +$545K 0.21% 119

Other funds holding JPST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
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

Herold Advisors's JPST Position: Q3 2026 in Review

Herold Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.09% in Q3 2026, selling an estimated $3.03K and leaving 67,820 shares worth $3.42M. The position accounts for 0.67% of the portfolio, ranked #39.

Herold Advisors first reported a position in JPST in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.74M in Q2 2025. 403 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Herold Advisors held 67,820 shares of JPMorgan Ultra-Short Income ETF worth $3.42M as of Q3 2026.
  • Herold Advisors sold 60 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $3.03K.
  • JPMorgan Ultra-Short Income ETF made up 0.67% of Herold Advisors's portfolio in Q3 2026, its #39 holding.
  • Herold Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.74M in Q2 2025.
  • 403 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.