Ridgeline Wealth
JPST icon

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

Ridgeline Wealth’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 		$369K Sell
7,325
-4,450
-38% -$224K 0.21% 42
2026
Q2 		$595K Buy
+11,775
New +$595K 0.35% 33

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AssetMark Inc
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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
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
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Ridgeline Wealth's JPST Position: Q3 2026 in Review

Ridgeline Wealth reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 38% in Q3 2026, selling an estimated $224K and leaving 7,325 shares worth $369K. The position accounts for 0.21% of the portfolio, ranked #42.

Ridgeline Wealth first reported a position in JPST in Q2 2026 and has held it in 2 quarters since. The position peaked at $595K in Q2 2026. 380 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Ridgeline Wealth held 7,325 shares of JPMorgan Ultra-Short Income ETF worth $369K as of Q3 2026.
  • Ridgeline Wealth sold 4,450 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $224K.
  • JPMorgan Ultra-Short Income ETF made up 0.21% of Ridgeline Wealth's portfolio in Q3 2026, its #42 holding.
  • Ridgeline Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Ridgeline Wealth's JPMorgan Ultra-Short Income ETF position peaked at $595K in Q2 2026.
  • 380 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.