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KMG Fiduciary Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

KMG Fiduciary Partners’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 		$11M Sell
218,513
-9,754
-4% -$492K 1.08% 24
2026
Q2 		$11.5M Buy
+228,267
New +$11.5M 1.07% 23

Other funds holding JPST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

KMG Fiduciary Partners's JPST Position: Q3 2026 in Review

KMG Fiduciary Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.3% in Q3 2026, selling an estimated $492K and leaving 218,513 shares worth $11M. The position accounts for 1.08% of the portfolio, ranked #24.

KMG Fiduciary Partners first reported a position in JPST in Q2 2026 and has held it in 2 quarters since. The position peaked at $11.5M in Q2 2026. 155 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • KMG Fiduciary Partners held 218,513 shares of JPMorgan Ultra-Short Income ETF worth $11M as of Q3 2026.
  • KMG Fiduciary Partners sold 9,754 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $492K.
  • JPMorgan Ultra-Short Income ETF made up 1.08% of KMG Fiduciary Partners's portfolio in Q3 2026, its #24 holding.
  • KMG Fiduciary Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2026 and has held it in 2 quarters since.
  • KMG Fiduciary Partners's JPMorgan Ultra-Short Income ETF position peaked at $11.5M in Q2 2026.
  • 155 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.