McCarley & Cook Financial Planners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

McCarley & Cook Financial Planners’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	$353	Hold	7	–	–	﹤0.01%	259
2026 Q2	$354	Hold	7	–	–	﹤0.01%	248
2026 Q1	$354	Hold	7	–	–	﹤0.01%	259
2025 Q4	$354	Buy	+7	New	+$355	﹤0.01%	260

Other funds holding JPST

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

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

LexAurum Advisors Overland Park, Kansas $893M AUM

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

McCarley & Cook Financial Planners's JPST Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q3 2026 at 7 shares worth $353. The position accounts for ﹤0.01% of the portfolio, ranked #259.

McCarley & Cook Financial Planners first reported a position in JPST in Q4 2025 and has held it in 4 quarters since. The position peaked at $354 in Q2 2026. 380 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

McCarley & Cook Financial Planners held 7 shares of JPMorgan Ultra-Short Income ETF worth $353 as of Q3 2026.
McCarley & Cook Financial Planners left its JPMorgan Ultra-Short Income ETF share count unchanged in Q3 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #259 holding.
McCarley & Cook Financial Planners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's JPMorgan Ultra-Short Income ETF position peaked at $354 in Q2 2026.
380 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.