Lodestone Wealth Management
JPST icon

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

Lodestone 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 		$7.6M Buy
150,897
+8,196
+6% +$413K 2.56% 4
2026
Q2 		$7.22M Buy
142,701
+3,703
+3% +$187K 2.55% 4
2026
Q1 		$7.03M Buy
138,998
+1,799
+1% +$91.1K 2.79% 3
2025
Q4 		$6.94M Buy
137,199
+1,700
+1% +$86.1K 2.83% 3
2025
Q3 		$6.87M Buy
135,499
+5,678
+4% +$287K 3.09% 3
2025
Q2 		$6.58M Sell
129,821
-390
-0.3% -$19.7K 3.2% 3
2025
Q1 		$6.59M Sell
130,211
-1,302
-1% -$65.8K 3.51% 2
2024
Q4 		$6.62M Buy
131,513
+2,881
+2% +$146K 3.32% 2
2024
Q3 		$6.53M Buy
128,632
+20,980
+19% +$1.06M 3.27% 2
2024
Q2 		$5.43M Buy
107,652
+3,354
+3% +$169K 2.86% 3
2024
Q1 		$5.26M Sell
104,298
-3,534
-3% -$178K 2.76% 3
2023
Q4 		$5.42M Sell
107,832
-5,079
-4% -$255K 3.13% 2
2023
Q3 		$5.67M Sell
112,911
-9,713
-8% -$487K 3.97% 2
2023
Q2 		$6.15M Buy
122,624
+309
+0.3% +$15.5K 4.21% 2
2023
Q1 		$6.15M Buy
122,315
+19,011
+18% +$955K 4.74% 1
2022
Q4 		$5.18M Buy
+103,304
New +$5.18M 4.18% 2

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

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

Lodestone Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.7% in Q3 2026, buying an estimated $413K and bringing the position to 150,897 shares worth $7.6M. The position accounts for 2.56% of the portfolio, ranked #4.

Lodestone Wealth Management first reported a position in JPST in Q4 2022 and has held it in 16 quarters since. 525 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Lodestone Wealth Management held 150,897 shares of JPMorgan Ultra-Short Income ETF worth $7.6M as of Q3 2026.
  • Lodestone Wealth Management bought 8,196 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $413K.
  • JPMorgan Ultra-Short Income ETF made up 2.56% of Lodestone Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Lodestone Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 16 quarters since.
  • 525 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.