JGP Wealth Management
JPST icon

JGP Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

JGP Wealth 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 		$3.82M Sell
75,822
-247
-0.3% -$12.5K 0.34% 58
2026
Q2 		$3.85M Sell
76,069
-1,435
-2% -$72.5K 0.35% 55
2026
Q1 		$3.92M Sell
77,504
-11,475
-13% -$581K 0.41% 52
2025
Q4 		$4.5M Buy
88,979
+713
+0.8% +$36.1K 0.47% 48
2025
Q3 		$4.46M Sell
88,266
-3,560
-4% -$180K 0.49% 50
2025
Q2 		$4.65M Sell
91,826
-3,455
-4% -$175K 0.56% 46
2025
Q1 		$4.82M Buy
95,281
+28,777
+43% +$1.45M 0.63% 42
2024
Q4 		$3.35M Sell
66,504
-1,347
-2% -$68K 0.43% 50
2024
Q3 		$3.44M Sell
67,851
-1,213
-2% -$61.3K 0.44% 50
2024
Q2 		$3.49M Sell
69,064
-3,589
-5% -$181K 0.5% 49
2024
Q1 		$3.67M Buy
72,653
+19,074
+36% +$960K 0.53% 49
2023
Q4 		$2.69M Sell
53,579
-5,503
-9% -$276K 0.4% 52
2023
Q3 		$2.96M Sell
59,082
-5,134
-8% -$257K 0.5% 48
2023
Q2 		$3.22M Sell
64,216
-6,386
-9% -$320K 0.53% 46
2023
Q1 		$3.55M Sell
70,602
-6,631
-9% -$333K 0.62% 43
2022
Q4 		$3.87M Buy
77,233
+53,542
+226% +$2.68M 0.71% 43
2022
Q3 		$1.19M Buy
23,691
+2,503
+12% +$125K 0.25% 71
2022
Q2 		$1.06M Sell
21,188
-5,769
-21% -$289K 0.21% 72
2022
Q1 		$1.35M Sell
26,957
-24,422
-48% -$1.23M 0.25% 70
2021
Q4 		$2.59M Sell
51,379
-10,988
-18% -$556K 0.48% 50
2021
Q3 		$3.16M Buy
62,367
+5,190
+9% +$263K 0.68% 42
2021
Q2 		$2.9M Buy
57,177
+32,839
+135% +$1.67M 0.62% 45
2021
Q1 		$1.24M Buy
24,338
+2,561
+12% +$130K 0.28% 63
2020
Q4 		$1.11M Buy
21,777
+6,643
+44% +$337K 0.26% 65
2020
Q3 		$768K Buy
+15,134
New +$769K 0.2% 74

Other funds holding JPST

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
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
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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

JGP Wealth Management's JPST Position: Q3 2026 in Review

JGP Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.32% in Q3 2026, selling an estimated $12.5K and leaving 75,822 shares worth $3.82M. The position accounts for 0.34% of the portfolio, ranked #58.

JGP Wealth Management first reported a position in JPST in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.82M in Q1 2025. 532 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • JGP Wealth Management held 75,822 shares of JPMorgan Ultra-Short Income ETF worth $3.82M as of Q3 2026.
  • JGP Wealth Management sold 247 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $12.5K.
  • JPMorgan Ultra-Short Income ETF made up 0.34% of JGP Wealth Management's portfolio in Q3 2026, its #58 holding.
  • JGP Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 25 quarters since.
  • JGP Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $4.82M in Q1 2025.
  • 532 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.