Retirement Guys Formula’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Retirement Guys Formula’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	$15.2M	Sell	301,606 -5,186	-2%	-$262K	5.64%	1
2026 Q2	$15.5M	Buy	306,792 +67,193	+28%	+$3.39M	5.84%	1
2026 Q1	$12.1M	Buy	239,599 +61,298	+34%	+$3.1M	5.58%	1
2025 Q4	$9.02M	Buy	178,301 +15,462	+9%	+$783K	4.11%	1
2025 Q3	$8.26M	Buy	162,839 +24,616	+18%	+$1.25M	2.91%	3
2025 Q2	$7.01M	Sell	138,223 -26,515	-16%	-$1.34M	2.66%	5
2025 Q1	$8.34M	Buy	164,738 +43,901	+36%	+$2.22M	4.14%	2
2024 Q4	$6.09M	Buy	120,837 +106,737	+757%	+$5.39M	3.07%	5
2024 Q3	$715K	Buy	+14,100	New	+$712K	0.33%	88

Other funds holding JPST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

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

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Retirement Guys Formula's JPST Position: Q3 2026 in Review

Retirement Guys Formula reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.7% in Q3 2026, selling an estimated $262K and leaving 301,606 shares worth $15.2M. The position accounts for 5.64% of the portfolio, ranked #1.

Retirement Guys Formula first reported a position in JPST in Q3 2024 and has held it in 9 quarters since. The position peaked at $15.5M in Q2 2026. 759 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Retirement Guys Formula held 301,606 shares of JPMorgan Ultra-Short Income ETF worth $15.2M as of Q3 2026.
Retirement Guys Formula sold 5,186 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $262K.
JPMorgan Ultra-Short Income ETF made up 5.64% of Retirement Guys Formula's portfolio in Q3 2026, its #1 holding.
Retirement Guys Formula first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 9 quarters since.
Retirement Guys Formula's JPMorgan Ultra-Short Income ETF position peaked at $15.5M in Q2 2026.
759 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.