KWMG LLC
JPST icon

KWMG LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

KWMG LLC’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 		$18.2M Buy
360,964
+28,712
+9% +$1.45M 1.31% 25
2026
Q2 		$16.8M Buy
332,252
+23,430
+8% +$1.18M 1.21% 29
2026
Q1 		$15.6M Buy
308,822
+14,964
+5% +$758K 1.3% 27
2025
Q4 		$14.9M Buy
293,858
+16,220
+6% +$822K 1.28% 24
2025
Q3 		$14.1M Buy
277,638
+17,391
+7% +$880K 1.23% 26
2025
Q2 		$13.2M Buy
260,247
+13,824
+6% +$698K 1.24% 24
2025
Q1 		$12.5M Sell
246,423
-28,243
-10% -$1.43M 1.27% 23
2024
Q4 		$13.8M Buy
274,666
+3,763
+1% +$190K 1.42% 19
2024
Q3 		$13.7M Buy
270,903
+10,845
+4% +$548K 1.38% 21
2024
Q2 		$13.1M Buy
260,058
+16,369
+7% +$824K 1.42% 19
2024
Q1 		$12.3M Buy
243,689
+7,895
+3% +$398K 1.35% 22
2023
Q4 		$11.8M Sell
235,794
-166
-0.1% -$8.33K 1.39% 21
2023
Q3 		$11.8M Buy
235,960
+5,441
+2% +$273K 1.49% 20
2023
Q2 		$11.6M Buy
230,519
+20,116
+10% +$1.01M 1.43% 19
2023
Q1 		$10.6M Buy
210,403
+5,658
+3% +$284K 1.43% 18
2022
Q4 		$10.3M Sell
204,745
-6,071
-3% -$304K 1.46% 18
2022
Q3 		$10.6M Buy
210,816
+3,554
+2% +$178K 1.63% 16
2022
Q2 		$10.4M Sell
207,262
-5,864
-3% -$294K 1.56% 16
2022
Q1 		$10.7M Buy
213,126
+5,257
+3% +$265K 1.47% 17
2021
Q4 		$10.5M Buy
207,869
+5,587
+3% +$283K 1.42% 18
2021
Q3 		$10.3M Buy
202,282
+2,567
+1% +$130K 1.5% 17
2021
Q2 		$10.1M Buy
199,715
+5,328
+3% +$270K 1.52% 17
2021
Q1 		$9.9M Buy
194,387
+92,345
+90% +$4.69M 1.57% 16
2020
Q4 		$5.18M Buy
102,042
+11,790
+13% +$599K 0.93% 25
2020
Q3 		$4.58M Sell
90,252
-1,045
-1% -$53.1K 0.93% 27
2020
Q2 		$4.63M Buy
+91,297
New +$4.6M 1% 25

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KWMG LLC's JPST Position: Q3 2026 in Review

KWMG LLC increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.6% in Q3 2026, buying an estimated $1.45M and bringing the position to 360,964 shares worth $18.2M. The position accounts for 1.31% of the portfolio, ranked #25.

KWMG LLC first reported a position in JPST in Q2 2020 and has held it in 26 quarters since. 682 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • KWMG LLC held 360,964 shares of JPMorgan Ultra-Short Income ETF worth $18.2M as of Q3 2026.
  • KWMG LLC bought 28,712 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $1.45M.
  • JPMorgan Ultra-Short Income ETF made up 1.31% of KWMG LLC's portfolio in Q3 2026, its #25 holding.
  • KWMG LLC first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 26 quarters since.
  • 682 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.