Ridgeline Wealth Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ridgeline Wealth Planning’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	$20.5M	Buy	406,039 +10,311	+3%	+$520K	11.77%	2
2026 Q2	$20M	Buy	395,728 +2,376	+0.6%	+$120K	12.68%	2
2026 Q1	$19.9M	Sell	393,352 -929	-0.2%	-$47K	14.54%	2
2025 Q4	$19.9M	Sell	394,281 -39,334	-9%	-$1.99M	14.23%	2
2025 Q3	$22M	Buy	433,615 +98,334	+29%	+$4.98M	16.52%	2
2025 Q2	$17M	Buy	335,281 +25,600	+8%	+$1.29M	13.99%	2
2025 Q1	$15.7M	Buy	309,681 +5,105	+2%	+$258K	15.41%	2
2024 Q4	$15.3M	Buy	+304,576	New	+$15.4M	14.68%	2

Other funds holding JPST

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Ridgeline Wealth Planning's JPST Position: Q3 2026 in Review

Ridgeline Wealth Planning increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.6% in Q3 2026, buying an estimated $520K and bringing the position to 406,039 shares worth $20.5M. The position accounts for 11.77% of the portfolio, ranked #2.

Ridgeline Wealth Planning first reported a position in JPST in Q4 2024 and has held it in 8 quarters since. The position peaked at $22M in Q3 2025. 918 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Ridgeline Wealth Planning held 406,039 shares of JPMorgan Ultra-Short Income ETF worth $20.5M as of Q3 2026.
Ridgeline Wealth Planning bought 10,311 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $520K.
JPMorgan Ultra-Short Income ETF made up 11.77% of Ridgeline Wealth Planning's portfolio in Q3 2026, its #2 holding.
Ridgeline Wealth Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 8 quarters since.
Ridgeline Wealth Planning's JPMorgan Ultra-Short Income ETF position peaked at $22M in Q3 2025.
918 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.