Roberts Wealth Advisors
JPST icon

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

Roberts Wealth Advisors’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 		$33.5M Buy
665,977
+7,271
+1% +$367K 7.53% 1
2026
Q2 		$33.3M Buy
658,706
+21,209
+3% +$1.07M 7.57% 1
2026
Q1 		$32.3M Buy
637,497
+55,264
+9% +$2.8M 8.19% 1
2025
Q4 		$29.5M Buy
582,233
+90,858
+18% +$4.6M 7.69% 1
2025
Q3 		$24.9M Buy
491,375
+37,701
+8% +$1.91M 6.63% 1
2025
Q2 		$23M Buy
453,674
+41,388
+10% +$2.09M 6.61% 1
2025
Q1 		$20.9M Sell
412,286
-6,426
-2% -$325K 6.44% 1
2024
Q4 		$21.1M Buy
418,712
+77,597
+23% +$3.92M 6.42% 2
2024
Q3 		$17.2M Buy
341,115
+14,074
+4% +$711K 5.57% 2
2024
Q2 		$16.5M Sell
327,041
-6,111
-2% -$308K 5.62% 3
2024
Q1 		$16.8M Sell
333,152
-2,401
-0.7% -$121K 6.26% 1
2023
Q4 		$50.7M Buy
335,553
+5,495
+2% +$276K 7.88% 1
2023
Q3 		$16.5M Sell
330,058
-6,786
-2% -$340K 7.27% 1
2023
Q2 		$16.9M Sell
336,844
-1,965
-0.6% -$98.6K 7.43% 1
2023
Q1 		$17M Sell
338,809
-3,458
-1% -$174K 7.8% 1
2022
Q4 		$17.2M Buy
342,267
+32,292
+10% +$1.62M 8.28% 1
2022
Q3 		$15.5M Buy
309,975
+1,804
+0.6% +$90.4K 7.63% 1
2022
Q2 		$15.4M Sell
308,171
-8,404
-3% -$422K 6.72% 2
2022
Q1 		$15.9M Sell
316,575
-9,586
-3% -$483K 6.23% 1
2021
Q4 		$16.5M Sell
326,161
-1,140
-0.3% -$57.7K 5.93% 1
2021
Q3 		$16.6M Buy
+327,301
New +$16.6M 6.57% 1

Other funds holding JPST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 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
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Roberts Wealth Advisors's JPST Position: Q3 2026 in Review

Roberts Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.1% in Q3 2026, buying an estimated $367K and bringing the position to 665,977 shares worth $33.5M. The position accounts for 7.53% of the portfolio, ranked #1.

Roberts Wealth Advisors first reported a position in JPST in Q3 2021 and has held it in 21 quarters since. The position peaked at $50.7M in Q4 2023. 669 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Roberts Wealth Advisors held 665,977 shares of JPMorgan Ultra-Short Income ETF worth $33.5M as of Q3 2026.
  • Roberts Wealth Advisors bought 7,271 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $367K.
  • JPMorgan Ultra-Short Income ETF made up 7.53% of Roberts Wealth Advisors's portfolio in Q3 2026, its #1 holding.
  • Roberts Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 21 quarters since.
  • Roberts Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $50.7M in Q4 2023.
  • 669 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

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