Portside Wealth Group
JPST icon

Portside Wealth Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Portside Wealth 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 		$1.05M Sell
20,847
-334
-2% -$16.8K 0.12% 183
2026
Q2 		$1.07M Buy
21,181
+665
+3% +$33.6K 0.12% 182
2026
Q1 		$1.04M Buy
20,516
+1,337
+7% +$67.7K 0.14% 164
2025
Q4 		$970K Buy
19,179
+3,268
+21% +$166K 0.13% 172
2025
Q3 		$807K Buy
15,911
+3,289
+26% +$167K 0.11% 191
2025
Q2 		$640K Sell
12,622
-394,711
-97% -$19.9M 0.09% 207
2025
Q1 		$20.6M Buy
407,333
+19,989
+5% +$1.01M 3.36% 1
2024
Q4 		$19.5M Sell
387,344
-21,281
-5% -$1.07M 3.23% 2
2024
Q3 		$20.7M Buy
408,625
+8,028
+2% +$406K 3.54% 2
2024
Q2 		$20.2M Buy
400,597
+983
+0.2% +$49.5K 3.86% 2
2024
Q1 		$20.2M Sell
399,614
-9,857
-2% -$496K 3.73% 2
2023
Q4 		$20.6M Sell
409,471
-64,363
-14% -$3.23M 3.83% 2
2023
Q3 		$23.8M Buy
473,834
+38,572
+9% +$1.93M 4.47% 1
2023
Q2 		$21.8M Buy
+435,262
New +$21.8M 4.05% 2

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

Portside Wealth Group's JPST Position: Q3 2026 in Review

Portside Wealth Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.6% in Q3 2026, selling an estimated $16.8K and leaving 20,847 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #183.

Portside Wealth Group first reported a position in JPST in Q2 2023 and has held it in 14 quarters since. The position peaked at $23.8M in Q3 2023. 420 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Portside Wealth Group held 20,847 shares of JPMorgan Ultra-Short Income ETF worth $1.05M as of Q3 2026.
  • Portside Wealth Group sold 334 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $16.8K.
  • JPMorgan Ultra-Short Income ETF made up 0.12% of Portside Wealth Group's portfolio in Q3 2026, its #183 holding.
  • Portside Wealth Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and has held it in 14 quarters since.
  • Portside Wealth Group's JPMorgan Ultra-Short Income ETF position peaked at $23.8M in Q3 2023.
  • 420 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.