Penney Financial
JPST icon

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

Penney Financial’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 		$29.4M Buy
582,975
+498,732
+592% +$25.2M 8.67% 4
2026
Q2 		$4.26M Buy
84,243
+76,243
+953% +$3.85M 1.49% 13
2026
Q1 		$405K Buy
+8,000
New +$405K 0.16% 34

Other funds holding JPST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Penney Financial's JPST Position: Q3 2026 in Review

Penney Financial increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 592% in Q3 2026, buying an estimated $25.2M and bringing the position to 582,975 shares worth $29.4M. The position accounts for 8.67% of the portfolio, ranked #4.

Penney Financial first reported a position in JPST in Q1 2026 and has held it in 3 quarters since. 648 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Penney Financial held 582,975 shares of JPMorgan Ultra-Short Income ETF worth $29.4M as of Q3 2026.
  • Penney Financial bought 498,732 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $25.2M.
  • JPMorgan Ultra-Short Income ETF made up 8.67% of Penney Financial's portfolio in Q3 2026, its #4 holding.
  • Penney Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 648 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.