McBroom & Associates’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

McBroom & Associates’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	$1.23M	Sell	24,435 -1,384	-5%	-$69.8K	0.74%	28
2026 Q2	$1.31M	Sell	25,819 -1,160	-4%	-$58.6K	0.66%	29
2026 Q1	$1.37M	Sell	26,979 -6,167	-19%	-$312K	0.76%	25
2025 Q4	$1.68M	Buy	33,146 +1,794	+6%	+$90.9K	0.81%	26
2025 Q3	$1.59M	Buy	31,352 +3,587	+13%	+$182K	0.76%	26
2025 Q2	$1.41M	Hold	27,765	–	–	0.8%	26
2025 Q1	$1.41M	Buy	27,765 +3,646	+15%	+$184K	0.8%	26
2024 Q4	$1.21M	Buy	24,119 +19,055	+376%	+$962K	0.69%	23
2024 Q3	$257K	Buy	+5,064	New	+$256K	0.16%	34

Other funds holding JPST

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

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 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

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 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

McBroom & Associates's JPST Position: Q3 2026 in Review

McBroom & Associates reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.4% in Q3 2026, selling an estimated $69.8K and leaving 24,435 shares worth $1.23M. The position accounts for 0.74% of the portfolio, ranked #28.

McBroom & Associates first reported a position in JPST in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.68M in Q4 2025. 583 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

McBroom & Associates held 24,435 shares of JPMorgan Ultra-Short Income ETF worth $1.23M as of Q3 2026.
McBroom & Associates sold 1,384 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $69.8K.
JPMorgan Ultra-Short Income ETF made up 0.74% of McBroom & Associates's portfolio in Q3 2026, its #28 holding.
McBroom & Associates first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 9 quarters since.
McBroom & Associates's JPMorgan Ultra-Short Income ETF position peaked at $1.68M in Q4 2025.
583 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.