Leverty Financial Group
JPST icon

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

Leverty Financial Group’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 		$25.6M Buy
508,568
+4,146
+0.8% +$209K 4.67% 8
2026
Q2 		$25.5M Sell
504,422
-12,418
-2% -$627K 4.96% 7
2026
Q1 		$26.2M Buy
+516,840
New +$26.2M 5.79% 6

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

Leverty Financial Group's JPST Position: Q3 2026 in Review

Leverty Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.82% in Q3 2026, buying an estimated $209K and bringing the position to 508,568 shares worth $25.6M. The position accounts for 4.67% of the portfolio, ranked #8.

Leverty Financial Group first reported a position in JPST in Q1 2026 and has held it in 3 quarters since. The position peaked at $26.2M in Q1 2026. 525 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Leverty Financial Group held 508,568 shares of JPMorgan Ultra-Short Income ETF worth $25.6M as of Q3 2026.
  • Leverty Financial Group bought 4,146 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $209K.
  • JPMorgan Ultra-Short Income ETF made up 4.67% of Leverty Financial Group's portfolio in Q3 2026, its #8 holding.
  • Leverty Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Leverty Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $26.2M in Q1 2026.
  • 525 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.