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

IFG 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	$221K	Sell	4,379 -270	-6%	-$13.6K	0.03%	150
2026 Q2	$235K	Buy	4,649 +259	+6%	+$13.1K	0.03%	150
2026 Q1	$222K	Buy	4,390 +45	+1%	+$2.28K	0.04%	144
2025 Q4	$220K	Sell	4,345 -150	-3%	-$7.6K	0.04%	146
2025 Q3	$228K	Sell	4,495 -48	-1%	-$2.43K	0.04%	143
2025 Q2	$230K	Sell	4,543 -105	-2%	-$5.3K	0.04%	151
2025 Q1	$235K	Buy	4,648 +118	+3%	+$5.96K	0.05%	134
2024 Q4	$228K	Hold	4,530	–	–	0.05%	133
2024 Q3	$230K	Sell	4,530 -140	-3%	-$7.07K	0.05%	129
2024 Q2	$236K	Hold	4,670	–	–	0.06%	126
2024 Q1	$236K	Hold	4,670	–	–	0.06%	120
2023 Q4	$235K	Hold	4,670	–	–	0.07%	112
2023 Q3	$234K	Sell	4,670 -79	-2%	-$3.96K	0.08%	107
2023 Q2	$238K	Hold	4,749	–	–	0.08%	108
2023 Q1	$239K	Buy	+4,749	New	+$239K	0.09%	108

Other funds holding JPST

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 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

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFG Advisors's JPST Position: Q3 2026 in Review

IFG Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.8% in Q3 2026, selling an estimated $13.6K and leaving 4,379 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #150.

IFG Advisors first reported a position in JPST in Q1 2023 and has held it in 15 quarters since. The position peaked at $239K in Q1 2023. 848 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

IFG Advisors held 4,379 shares of JPMorgan Ultra-Short Income ETF worth $221K as of Q3 2026.
IFG Advisors sold 270 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $13.6K.
JPMorgan Ultra-Short Income ETF made up 0.03% of IFG Advisors's portfolio in Q3 2026, its #150 holding.
IFG Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 15 quarters since.
IFG Advisors's JPMorgan Ultra-Short Income ETF position peaked at $239K in Q1 2023.
848 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on IFG Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.