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Independent Wealth Network’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Independent Wealth Network’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 		$11.9M Sell
236,829
-5,806
-2% -$293K 3% 3
2026
Q2 		$12.3M Sell
242,635
-7,282
-3% -$368K 3.12% 3
2026
Q1 		$12.6M Buy
249,917
+51,511
+26% +$2.61M 3.76% 3
2025
Q4 		$10M Buy
198,406
+2,129
+1% +$108K 3.07% 4
2025
Q3 		$10M Buy
196,277
+31,273
+19% +$1.58M 3.2% 4
2025
Q2 		$8.36M Sell
165,004
-18,079
-10% -$913K 3.04% 4
2025
Q1 		$9.27M Sell
183,083
-2,170
-1% -$110K 3.7% 3
2024
Q4 		$9.33M Buy
185,253
+7,991
+5% +$404K 3.79% 4
2024
Q3 		$8.99M Buy
177,262
+57,201
+48% +$2.89M 3.98% 3
2024
Q2 		$6.06M Buy
120,061
+93
+0.1% +$4.68K 2.82% 5
2024
Q1 		$6.05M Sell
119,968
-3,371
-3% -$170K 2.84% 5
2023
Q4 		$6.2M Sell
123,339
-7,753
-6% -$389K 3.26% 4
2023
Q3 		$6.58M Sell
131,092
-64,017
-33% -$3.21M 4.04% 3
2023
Q2 		$9.8M Sell
195,109
-63,350
-25% -$3.18M 5.88% 1
2023
Q1 		$13M Buy
258,459
+10,923
+4% +$549K 8.32% 1
2022
Q4 		$12.4M Sell
247,536
-5,199
-2% -$261K 8.49% 1
2022
Q3 		$12.7M Buy
252,735
+5,366
+2% +$269K 9.9% 1
2022
Q2 		$12.4M Buy
247,369
+149,103
+152% +$7.48M 8.92% 1
2022
Q1 		$4.94M Buy
98,266
+71,981
+274% +$3.63M 3.14% 4
2021
Q4 		$1.33M Sell
26,285
-3,193
-11% -$162K 0.82% 26
2021
Q3 		$1.49M Buy
+29,478
New +$1.5M 0.98% 24

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Independent Wealth Network's JPST Position: Q3 2026 in Review

Independent Wealth Network reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.4% in Q3 2026, selling an estimated $293K and leaving 236,829 shares worth $11.9M. The position accounts for 3% of the portfolio, ranked #3.

Independent Wealth Network first reported a position in JPST in Q3 2021 and has held it in 21 quarters since. The position peaked at $13M in Q1 2023. 1,117 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Independent Wealth Network held 236,829 shares of JPMorgan Ultra-Short Income ETF worth $11.9M as of Q3 2026.
  • Independent Wealth Network sold 5,806 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $293K.
  • JPMorgan Ultra-Short Income ETF made up 3% of Independent Wealth Network's portfolio in Q3 2026, its #3 holding.
  • Independent Wealth Network first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's JPMorgan Ultra-Short Income ETF position peaked at $13M in Q1 2023.
  • 1,117 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.