Lee Financial
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Lee Financial’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Lee Financial’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 		$452K Sell
8,981
-1,999
-18% -$101K 0.06% 109
2026
Q2 		$555K Buy
10,980
+521
+5% +$26.3K 0.07% 108
2026
Q1 		$529K Buy
10,459
+857
+9% +$43.4K 0.07% 102
2025
Q4 		$487K Sell
9,602
-5,000
-34% -$253K 0.07% 101
2025
Q3 		$741K Buy
14,602
+5,143
+54% +$260K 0.09% 102
2025
Q2 		$479K Buy
9,459
+900
+11% +$45.5K 0.07% 96
2025
Q1 		$433K Sell
8,559
-4,446
-34% -$225K 0.07% 101
2024
Q4 		$657K Buy
13,005
+64
+0.5% +$3.23K 0.09% 100
2024
Q3 		$657K Buy
12,941
+4,772
+58% +$241K 0.09% 102
2024
Q2 		$412K Hold
8,169
– – 0.07% 106
2024
Q1 		$412K Sell
8,169
-433
-5% -$21.8K 0.07% 105
2023
Q4 		$434K Sell
8,602
-1,349
-14% -$67.7K 0.08% 104
2023
Q3 		$499K Buy
9,951
+810
+9% +$40.6K 0.09% 83
2023
Q2 		$458K Sell
9,141
-1,010
-10% -$50.7K 0.08% 89
2023
Q1 		$511K Sell
10,151
-4,780
-32% -$240K 0.09% 82
2022
Q4 		$748K Buy
14,931
+427
+3% +$21.4K 0.13% 77
2022
Q3 		$728K Buy
14,504
+7,511
+107% +$377K 0.14% 73
2022
Q2 		$350K Buy
6,993
+441
+7% +$22.1K 0.06% 113
2022
Q1 		$329K Sell
6,552
-171
-3% -$8.61K 0.06% 117
2021
Q4 		$339K Buy
6,723
+500
+8% +$25.3K 0.06% 118
2021
Q3 		$316K Hold
6,223
– – 0.07% 111
2021
Q2 		$316K Buy
6,223
+3,152
+103% +$160K 0.07% 112
2021
Q1 		$156K Buy
3,071
+900
+41% +$45.7K 0.04% 145
2020
Q4 		$110K Sell
2,171
-1,000
-32% -$50.8K 0.03% 153
2020
Q3 		$161K Sell
3,171
-1,000
-24% -$50.8K 0.05% 127
2020
Q2 		$212K Buy
4,171
+171
+4% +$8.61K 0.06% 116
2020
Q1 		$199K Buy
+4,000
New +$201K 0.07% 105

Other funds holding JPST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Lee Financial's JPST Position: Q3 2026 in Review

Lee Financial reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 18% in Q3 2026, selling an estimated $101K and leaving 8,981 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #109.

Lee Financial first reported a position in JPST in Q1 2020 and has held it in 27 quarters since. The position peaked at $748K in Q4 2022. 420 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Lee Financial held 8,981 shares of JPMorgan Ultra-Short Income ETF worth $452K as of Q3 2026.
  • Lee Financial sold 1,999 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $101K.
  • JPMorgan Ultra-Short Income ETF made up 0.06% of Lee Financial's portfolio in Q3 2026, its #109 holding.
  • Lee Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 27 quarters since.
  • Lee Financial's JPMorgan Ultra-Short Income ETF position peaked at $748K in Q4 2022.
  • 420 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.