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

LongView 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	$245K	Buy	4,858 +27	+0.6%	+$1.36K	0.06%	211
2026 Q2	$244K	Sell	4,831 -80	-2%	-$4.04K	0.06%	206
2026 Q1	$248K	Buy	4,911 +27	+0.6%	+$1.37K	0.06%	220
2025 Q4	$247K	Buy	4,884 +135	+3%	+$6.84K	0.06%	227
2025 Q3	$241K	Buy	4,749 +28	+0.6%	+$1.42K	0.07%	207
2025 Q2	$239K	Buy	+4,721	New	+$238K	0.07%	196

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

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

LongView Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.56% in Q3 2026, buying an estimated $1.36K and bringing the position to 4,858 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #211.

LongView Wealth Management first reported a position in JPST in Q2 2025 and has held it in 6 quarters since. The position peaked at $248K in Q1 2026. 381 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

LongView Wealth Management held 4,858 shares of JPMorgan Ultra-Short Income ETF worth $245K as of Q3 2026.
LongView Wealth Management bought 27 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $1.36K.
JPMorgan Ultra-Short Income ETF made up 0.06% of LongView Wealth Management's portfolio in Q3 2026, its #211 holding.
LongView Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 6 quarters since.
LongView Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $248K in Q1 2026.
381 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.