Merit Financial Group
JPST icon

Merit Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Merit Financial Group’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 		$7.28M Buy
144,614
+24,519
+20% +$1.24M 0.04% 368
2026
Q2 		$6.07M Sell
120,095
-104,418
-47% -$5.27M 0.04% 377
2026
Q1 		$11.4M Buy
224,513
+11,428
+5% +$579K 0.08% 211
2025
Q4 		$10.8M Sell
213,085
-43,466
-17% -$2.2M 0.09% 190
2025
Q3 		$13M Buy
256,551
+38,802
+18% +$1.96M 0.12% 141
2025
Q2 		$11M Buy
217,749
+91,896
+73% +$4.64M 0.12% 134
2025
Q1 		$6.37M Buy
125,853
+117,680
+1,440% +$5.94M 0.1% 171
2024
Q4 		$412K Buy
+8,173
New +$413K 0.01% 791
2024
Q3 		– Sell
-6,178
Closed -$312K – 902
2024
Q2 		$312K Sell
6,178
-2,384
-28% -$120K 0.01% 708
2024
Q1 		$430K Sell
8,562
-4,286
-33% -$216K 0.01% 598
2023
Q4 		$645K Buy
12,848
+7,544
+142% +$379K 0.02% 428
2023
Q3 		$266K Sell
5,304
-3,169
-37% -$159K 0.01% 620
2023
Q2 		$425K Buy
+8,473
New +$425K 0.01% 502
2023
Q1 		– Sell
-9,926
Closed -$498K – 677
2022
Q4 		$498K Buy
+9,926
New +$498K 0.02% 422
2022
Q2 		– Sell
-22,139
Closed -$1.11M – 596
2022
Q1 		$1.11M Buy
22,139
+13,535
+157% +$682K 0.07% 142
2021
Q4 		$434K Buy
+8,604
New +$435K 0.04% 183
2019
Q4 		– Sell
-6,921
Closed -$349K – 242
2019
Q3 		$349K Buy
+6,921
New +$349K 0.04% 109

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Merit Financial Group's JPST Position: Q3 2026 in Review

Merit Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 20% in Q3 2026, buying an estimated $1.24M and bringing the position to 144,614 shares worth $7.28M. The position accounts for 0.04% of the portfolio, ranked #368.

Merit Financial Group first reported a position in JPST in Q3 2019 and has held it in 17 quarters since. The position peaked at $13M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Merit Financial Group held 144,614 shares of JPMorgan Ultra-Short Income ETF worth $7.28M as of Q3 2026.
  • Merit Financial Group bought 24,519 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $1.24M.
  • JPMorgan Ultra-Short Income ETF made up 0.04% of Merit Financial Group's portfolio in Q3 2026, its #368 holding.
  • Merit Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2019 and has held it in 17 quarters since.
  • Merit Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $13M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.