Next Level Wealth Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Next Level Wealth Planning’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	$110K	Buy	+2,183	New	+$110K	0.04%	106

Other funds holding JPST

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Next Level Wealth Planning's JPST Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2026: 2,183 shares worth $110K. The stake represents 0.04% of the portfolio and ranks #106 among its holdings.

786 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Next Level Wealth Planning held 2,183 shares of JPMorgan Ultra-Short Income ETF worth $110K as of Q3 2026.
JPMorgan Ultra-Short Income ETF was a new Next Level Wealth Planning position in Q3 2026.
JPMorgan Ultra-Short Income ETF made up 0.04% of Next Level Wealth Planning's portfolio in Q3 2026, its #106 holding.
786 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.