Matthew Hamilton Rosenberg’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Matthew Hamilton Rosenberg’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	$36.4M	Buy	723,286 +41,547	+6%	+$2.1M	6.52%	4
2026 Q2	$34.5M	Sell	681,739 -35,781	-5%	-$1.81M	6.42%	4
2026 Q1	$36.3M	Buy	717,520 +22,409	+3%	+$1.13M	7.44%	4
2025 Q4	$35.2M	Buy	695,111 +36,461	+6%	+$1.85M	7.28%	4
2025 Q3	$33.4M	Buy	658,650 +53,286	+9%	+$2.7M	7.22%	3
2025 Q2	$30.7M	Sell	605,364 -53,404	-8%	-$2.7M	7.14%	3
2025 Q1	$33.4M	Buy	658,768 +31,258	+5%	+$1.58M	8.36%	3
2024 Q4	$31.6M	Buy	627,510 +25,725	+4%	+$1.3M	8.21%	3
2024 Q3	$30.5M	Buy	601,785 +56,895	+10%	+$2.88M	7.99%	3
2024 Q2	$27.4M	Buy	544,890 +23,519	+5%	+$1.18M	8.09%	3
2024 Q1	$26.2M	Buy	521,371 +35,567	+7%	+$1.79M	7.57%	3
2023 Q4	$24.4M	Buy	485,804 +31,329	+7%	+$1.57M	7.51%	3
2023 Q3	$22.8M	Buy	454,475 +19,001	+4%	+$952K	7.6%	3
2023 Q2	$21.8M	Buy	435,474 +16,229	+4%	+$814K	7.38%	3
2023 Q1	$21.1M	Buy	419,245 +37,417	+10%	+$1.88M	6.81%	3
2022 Q4	$19.1M	Buy	381,828 +74,215	+24%	+$3.72M	6.48%	3
2022 Q3	$15.4M	Buy	307,613 +25,801	+9%	+$1.29M	5.97%	3
2022 Q2	$14.1M	Buy	281,812 +13,094	+5%	+$657K	5.31%	4
2022 Q1	$13.5M	Sell	268,718 -15,944	-6%	-$803K	4.72%	3
2021 Q4	$14.4M	Buy	284,662 +28,011	+11%	+$1.42M	5.11%	3
2021 Q3	$13M	Buy	256,651 +54,757	+27%	+$2.78M	5.14%	4
2021 Q2	$10.2M	Buy	201,894 +16,018	+9%	+$813K	5.33%	3
2021 Q1	$9.43M	Buy	185,876 +8,863	+5%	+$450K	5.38%	3
2020 Q4	$8.99M	Buy	177,013 +30,780	+21%	+$1.56M	5.61%	3
2020 Q3	$7.43M	Buy	146,233 +23,107	+19%	+$1.17M	5.46%	3
2020 Q2	$6.25M	Buy	123,126 +16,551	+16%	+$834K	4.97%	3
2020 Q1	$5.29M	Buy	+106,575	New	+$5.36M	5.27%	3

Other funds holding JPST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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

Matthew Hamilton Rosenberg's JPST Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.1% in Q3 2026, buying an estimated $2.1M and bringing the position to 723,286 shares worth $36.4M. The position accounts for 6.52% of the portfolio, ranked #4.

Matthew Hamilton Rosenberg first reported a position in JPST in Q1 2020 and has held it in 27 quarters since. 420 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Matthew Hamilton Rosenberg held 723,286 shares of JPMorgan Ultra-Short Income ETF worth $36.4M as of Q3 2026.
Matthew Hamilton Rosenberg bought 41,547 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $2.1M.
JPMorgan Ultra-Short Income ETF made up 6.52% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #4 holding.
Matthew Hamilton Rosenberg first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 27 quarters since.
420 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.