LVZ Inc
JPST icon

LVZ Inc’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

LVZ Inc’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 		$610K Sell
12,115
-3,433
-22% -$173K 0.06% 95
2026
Q2 		$786K Buy
15,548
+100
+0.6% +$5.05K 0.08% 82
2026
Q1 		$782K Buy
15,448
+99
+0.6% +$5.01K 0.09% 69
2025
Q4 		$777K Sell
15,349
-1,860
-11% -$94.2K 0.09% 72
2025
Q3 		$873K Buy
17,209
+111
+0.6% +$5.62K 0.1% 65
2025
Q2 		$867K Sell
17,098
-1,630
-9% -$82.3K 0.1% 61
2025
Q1 		$948K Buy
18,728
+50
+0.3% +$2.53K 0.12% 52
2024
Q4 		$941K Buy
18,678
+912
+5% +$46.1K 0.12% 48
2024
Q3 		$901K Sell
17,766
-139
-0.8% -$7.02K 0.12% 51
2024
Q2 		$904K Sell
17,905
-6,198
-26% -$312K 0.12% 48
2024
Q1 		$1.22M Buy
24,103
+1,641
+7% +$82.6K 0.17% 42
2023
Q4 		$1.13M Sell
22,462
-1,840
-8% -$92.3K 0.16% 46
2023
Q3 		$1.22M Sell
24,302
-6,983
-22% -$350K 0.2% 33
2023
Q2 		$1.57M Sell
31,285
-803,168
-96% -$40.3M 0.22% 42
2023
Q1 		$42M Buy
834,453
+54,570
+7% +$2.74M 6.12% 8
2022
Q4 		$39.1M Buy
779,883
+765,740
+5,414% +$38.4M 6.1% 7
2022
Q3 		$709K Buy
14,143
+9,285
+191% +$465K 0.12% 43
2022
Q2 		$243K Buy
+4,858
New +$244K 0.04% 90
2020
Q3 		– Sell
-4,705
Closed -$239K – 92
2020
Q2 		$239K Buy
+4,705
New +$237K 0.05% 73

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

LVZ Inc's JPST Position: Q3 2026 in Review

LVZ Inc reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 22% in Q3 2026, selling an estimated $173K and leaving 12,115 shares worth $610K. The position accounts for 0.06% of the portfolio, ranked #95.

LVZ Inc first reported a position in JPST in Q2 2020 and has held it in 19 quarters since. The position peaked at $42M in Q1 2023. 660 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • LVZ Inc held 12,115 shares of JPMorgan Ultra-Short Income ETF worth $610K as of Q3 2026.
  • LVZ Inc sold 3,433 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $173K.
  • JPMorgan Ultra-Short Income ETF made up 0.06% of LVZ Inc's portfolio in Q3 2026, its #95 holding.
  • LVZ Inc first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 19 quarters since.
  • LVZ Inc's JPMorgan Ultra-Short Income ETF position peaked at $42M in Q1 2023.
  • 660 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.