Root Financial Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Root Financial Partners’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	$129K	Buy	+2,558	New	+$129K	﹤0.01%	612
2026 Q2	–	Sell	-3,615	Closed	-$183K	–	1860
2026 Q1	$183K	Sell	3,615 -3,771	-51%	-$191K	0.01%	356
2025 Q4	$374K	Buy	7,386 +42	+0.6%	+$2.13K	0.02%	198
2025 Q3	$373K	Sell	7,344 -3,931	-35%	-$199K	0.02%	182
2025 Q2	$571K	Buy	11,275 +7,283	+182%	+$368K	0.06%	112
2025 Q1	$202K	Buy	+3,992	New	+$202K	0.02%	204

Other funds holding JPST

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Root Financial Partners's JPST Position: Q3 2026 in Review

Root Financial Partners opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2026: 2,558 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #612 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JPST as recently as Q1 2026.

Root Financial Partners first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $571K in Q2 2025. 786 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Root Financial Partners held 2,558 shares of JPMorgan Ultra-Short Income ETF worth $129K as of Q3 2026.
JPMorgan Ultra-Short Income ETF was a new Root Financial Partners position in Q3 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #612 holding.
Root Financial Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
Root Financial Partners's JPMorgan Ultra-Short Income ETF position peaked at $571K in Q2 2025.
786 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.