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

JFS Wealth 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 		$19.3M Buy
383,848
+46,461
+14% +$2.34M 0.98% 22
2026
Q2 		$17.1M Buy
337,387
+7,700
+2% +$389K 0.85% 25
2026
Q1 		$16.7M Buy
329,687
+7,862
+2% +$398K 0.93% 23
2025
Q4 		$16.3M Buy
321,825
+2,028
+0.6% +$103K 0.92% 24
2025
Q3 		$16.2M Buy
319,797
+27,545
+9% +$1.39M 0.95% 24
2025
Q2 		$14.8M Buy
292,252
+1,080
+0.4% +$54.6K 0.94% 24
2025
Q1 		$14.7M Buy
291,172
+21,396
+8% +$1.08M 1% 22
2024
Q4 		$13.6M Buy
269,776
+9,364
+4% +$473K 0.93% 24
2024
Q3 		$13.2M Sell
260,412
-30,736
-11% -$1.55M 0.88% 26
2024
Q2 		$14.7M Buy
291,148
+50,991
+21% +$2.57M 1.16% 22
2024
Q1 		$12.1M Buy
240,157
+49,249
+26% +$2.48M 0.96% 21
2023
Q4 		$9.6M Buy
190,908
+21,321
+13% +$1.07M 0.82% 27
2023
Q3 		$8.51M Buy
169,587
+92,848
+121% +$4.65M 0.8% 27
2023
Q2 		$3.85M Buy
76,739
+3,329
+5% +$167K 0.35% 48
2023
Q1 		$3.69M Sell
73,410
-1,012
-1% -$50.9K 0.35% 51
2022
Q4 		$3.73M Buy
74,422
+4,283
+6% +$215K 0.37% 48
2022
Q3 		$3.52M Buy
70,139
+30
+0% +$1.5K 0.39% 44
2022
Q2 		$3.51M Buy
70,109
+349
+0.5% +$17.5K 0.37% 48
2022
Q1 		$3.51M Buy
69,760
+145
+0.2% +$7.3K 0.33% 58
2021
Q4 		$3.51M Buy
69,615
+10,307
+17% +$521K 0.33% 58
2021
Q3 		$3.01M Buy
59,308
+37,500
+172% +$1.9M 0.31% 64
2021
Q2 		$1.11M Buy
21,808
+17,910
+459% +$909K 0.17% 84
2021
Q1 		$198K Buy
+3,898
New +$198K 0.04% 145

Other funds holding JPST

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 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
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

JFS Wealth Advisors's JPST Position: Q3 2026 in Review

JFS Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q3 2026, buying an estimated $2.34M and bringing the position to 383,848 shares worth $19.3M. The position accounts for 0.98% of the portfolio, ranked #22.

JFS Wealth Advisors first reported a position in JPST in Q1 2021 and has held it in 23 quarters since. 786 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • JFS Wealth Advisors held 383,848 shares of JPMorgan Ultra-Short Income ETF worth $19.3M as of Q3 2026.
  • JFS Wealth Advisors bought 46,461 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $2.34M.
  • JPMorgan Ultra-Short Income ETF made up 0.98% of JFS Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • JFS Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 23 quarters since.
  • 786 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.