Investment Partners Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Investment Partners Asset Management’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	$813K	Sell	16,146 -514	-3%	-$25.9K	0.44%	62
2026 Q2	$843K	Buy	16,660 +735	+5%	+$37.1K	0.47%	59
2026 Q1	$806K	Buy	15,925 +1,212	+8%	+$61.4K	0.5%	58
2025 Q4	$744K	Buy	14,713 +2,023	+16%	+$103K	0.46%	61
2025 Q3	$644K	Sell	12,690 -801	-6%	-$40.6K	0.42%	65
2025 Q2	$684K	Buy	13,491 +638	+5%	+$32.2K	0.48%	60
2025 Q1	$651K	Buy	12,853 +99	+0.8%	+$5K	0.51%	59
2024 Q4	$642K	Sell	12,754 -40	-0.3%	-$2.02K	0.5%	53
2024 Q3	$649K	Buy	12,794 +770	+6%	+$38.9K	0.53%	58
2024 Q2	$607K	Hold	12,024	–	–	0.54%	54
2024 Q1	$607K	Sell	12,024 -100	-0.8%	-$5.04K	0.55%	57
2023 Q4	$609K	Buy	+12,124	New	+$608K	0.61%	51

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

Investment Partners Asset Management's JPST Position: Q3 2026 in Review

Investment Partners Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.1% in Q3 2026, selling an estimated $25.9K and leaving 16,146 shares worth $813K. The position accounts for 0.44% of the portfolio, ranked #62.

Investment Partners Asset Management first reported a position in JPST in Q4 2023 and has held it in 12 quarters since. The position peaked at $843K in Q2 2026. 52 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Investment Partners Asset Management held 16,146 shares of JPMorgan Ultra-Short Income ETF worth $813K as of Q3 2026.
Investment Partners Asset Management sold 514 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $25.9K.
JPMorgan Ultra-Short Income ETF made up 0.44% of Investment Partners Asset Management's portfolio in Q3 2026, its #62 holding.
Investment Partners Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 12 quarters since.
Investment Partners Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $843K in Q2 2026.
52 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.