Rockingstone Advisors
JPST icon

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

Rockingstone 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 		$12.2M Buy
242,162
+17,315
+8% +$873K 4.91% 1
2026
Q2 		$11.4M Buy
224,847
+48,295
+27% +$2.44M 4.57% 1
2026
Q1 		$8.94M Buy
176,552
+5,482
+3% +$278K 4.1% 1
2025
Q4 		$8.65M Sell
171,070
-11,725
-6% -$594K 3.94% 1
2025
Q3 		$9.27M Buy
182,795
+44,735
+32% +$2.26M 4.58% 1
2025
Q2 		$7M Sell
138,060
-197,335
-59% -$10M 3.68% 2
2025
Q1 		$17M Sell
335,395
-37,720
-10% -$1.91M 7.64% 1
2024
Q4 		$18.8M Buy
373,115
+80,200
+27% +$4.05M 8.3% 1
2024
Q3 		$14.9M Buy
292,915
+138,955
+90% +$7.02M 7.3% 1
2024
Q2 		$7.77M Sell
153,960
-18,924
-11% -$953K 3.99% 2
2024
Q1 		$8.72M Sell
172,884
-7,491
-4% -$377K 4.5% 1
2023
Q4 		$9.06M Sell
180,375
-123,595
-41% -$6.2M 5.08% 1
2023
Q3 		$15.3M Buy
303,970
+31,745
+12% +$1.59M 8.43% 1
2023
Q2 		$13.6M Sell
272,225
-6,974
-2% -$350K 7.7% 1
2023
Q1 		$14M Buy
279,199
+185,869
+199% +$9.34M 8.56% 1
2022
Q4 		$4.68M Buy
+93,330
New +$4.68M 3.49% 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

Rockingstone Advisors's JPST Position: Q3 2026 in Review

Rockingstone Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.7% in Q3 2026, buying an estimated $873K and bringing the position to 242,162 shares worth $12.2M. The position accounts for 4.91% of the portfolio, ranked #1.

Rockingstone Advisors first reported a position in JPST in Q4 2022 and has held it in 16 quarters since. The position peaked at $18.8M in Q4 2024. 623 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Rockingstone Advisors held 242,162 shares of JPMorgan Ultra-Short Income ETF worth $12.2M as of Q3 2026.
  • Rockingstone Advisors bought 17,315 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $873K.
  • JPMorgan Ultra-Short Income ETF made up 4.91% of Rockingstone Advisors's portfolio in Q3 2026, its #1 holding.
  • Rockingstone Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Rockingstone Advisors's JPMorgan Ultra-Short Income ETF position peaked at $18.8M in Q4 2024.
  • 623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.