Private Client Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Private Client Services’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	$741K	Buy	14,718 +1,428	+11%	+$72K	0.2%	94
2026 Q2	$672K	Buy	13,290 +1,748	+15%	+$88.3K	0.18%	109
2026 Q1	$584K	Buy	11,542 +1,973	+21%	+$99.9K	0.17%	105
2025 Q4	$484K	Sell	9,569 -723	-7%	-$36.6K	0.15%	106
2025 Q3	$522K	Sell	10,292 -9,952	-49%	-$504K	0.17%	102
2025 Q2	$1.03M	Buy	+20,244	New	+$1.02M	0.4%	62
2025 Q1	–	Sell	-6,758	Closed	-$340K	–	198
2024 Q4	$340K	Buy	6,758 +1,245	+23%	+$62.9K	0.18%	111
2024 Q3	$280K	Buy	+5,513	New	+$279K	0.15%	126

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Private Client Services's JPST Position: Q3 2026 in Review

Private Client Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q3 2026, buying an estimated $72K and bringing the position to 14,718 shares worth $741K. The position accounts for 0.2% of the portfolio, ranked #94.

Private Client Services first reported a position in JPST in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q2 2025. 86 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Private Client Services held 14,718 shares of JPMorgan Ultra-Short Income ETF worth $741K as of Q3 2026.
Private Client Services bought 1,428 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $72K.
JPMorgan Ultra-Short Income ETF made up 0.2% of Private Client Services's portfolio in Q3 2026, its #94 holding.
Private Client Services first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 8 quarters since.
Private Client Services's JPMorgan Ultra-Short Income ETF position peaked at $1.03M in Q2 2025.
86 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.