Perigon Wealth Management
JPST icon

Perigon Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Perigon Wealth Management’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 		$11.6M Buy
229,764
+34,641
+18% +$1.75M 0.18% 104
2026
Q2 		$9.9M Buy
195,123
+4,044
+2% +$204K 0.16% 131
2026
Q1 		$9.7M Buy
191,079
+15,541
+9% +$787K 0.18% 119
2025
Q4 		$8.88M Buy
175,538
+31,000
+21% +$1.57M 0.16% 127
2025
Q3 		$7.33M Buy
144,538
+1,402
+1% +$71K 0.15% 136
2025
Q2 		$7.25M Sell
143,136
-7,518
-5% -$380K 0.17% 126
2025
Q1 		$7.63M Buy
150,654
+12,834
+9% +$648K 0.2% 114
2024
Q4 		$6.96M Buy
137,820
+17,396
+14% +$879K 0.17% 122
2024
Q3 		$6.11M Sell
120,424
-16,717
-12% -$845K 0.16% 130
2024
Q2 		$6.92M Sell
137,141
-97
-0.1% -$4.88K 0.2% 107
2024
Q1 		$6.92M Buy
137,238
+29,774
+28% +$1.5M 0.21% 109
2023
Q4 		$5.4M Buy
107,464
+82,284
+327% +$4.13M 0.18% 121
2023
Q3 		$1.26M Sell
25,180
-11,522
-31% -$577K 0.05% 270
2023
Q2 		$1.84M Sell
36,702
-32,053
-47% -$1.61M 0.07% 214
2023
Q1 		$3.46M Buy
68,755
+8,845
+15% +$445K 0.2% 112
2022
Q4 		$3M Buy
59,910
+42,795
+250% +$2.15M 0.19% 126
2022
Q3 		$858K Buy
17,115
+1,054
+7% +$52.8K 0.07% 223
2022
Q2 		$804K Sell
16,061
-6,641
-29% -$333K 0.07% 244
2022
Q1 		$1.14M Buy
22,702
+720
+3% +$36.3K 0.08% 211
2021
Q4 		$1.11M Sell
21,982
-306
-1% -$15.5K 0.08% 210
2021
Q3 		$1.13M Buy
22,288
+1,737
+8% +$88.1K 0.1% 184
2021
Q2 		$1.04M Buy
20,551
+1,104
+6% +$56K 0.09% 190
2021
Q1 		$987K Sell
19,447
-50
-0.3% -$2.54K 0.1% 187
2020
Q4 		$990K Buy
19,497
+10,041
+106% +$510K 0.12% 148
2020
Q3 		$480K Buy
9,456
+4,890
+107% +$248K 0.07% 228
2020
Q2 		$232K Buy
+4,566
New +$230K 0.04% 311

Other funds holding JPST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Fluent Financial
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Perigon Wealth Management's JPST Position: Q3 2026 in Review

Perigon Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 18% in Q3 2026, buying an estimated $1.75M and bringing the position to 229,764 shares worth $11.6M. The position accounts for 0.18% of the portfolio, ranked #104.

Perigon Wealth Management first reported a position in JPST in Q2 2020 and has held it in 26 quarters since. 420 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Perigon Wealth Management held 229,764 shares of JPMorgan Ultra-Short Income ETF worth $11.6M as of Q3 2026.
  • Perigon Wealth Management bought 34,641 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $1.75M.
  • JPMorgan Ultra-Short Income ETF made up 0.18% of Perigon Wealth Management's portfolio in Q3 2026, its #104 holding.
  • Perigon Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 26 quarters since.
  • 420 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.