RVW Wealth
JPST icon

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

RVW 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 		$2.75M Buy
54,634
+49,726
+1,013% +$2.51M 0.18% 57
2026
Q2 		$248K Sell
4,908
-124,464
-96% -$6.29M 0.02% 162
2026
Q1 		$6.55M Buy
+129,372
New +$6.55M 0.51% 33
2025
Q4 		– Sell
-10,409
Closed -$528K – 189
2025
Q3 		$528K Buy
+10,409
New +$527K 0.04% 106
2024
Q3 		– Sell
-11,002
Closed -$555K – 157
2024
Q2 		$555K Sell
11,002
-4,496
-29% -$226K 0.06% 83
2024
Q1 		$782K Sell
15,498
-793
-5% -$39.9K 0.08% 75
2023
Q4 		$818K Sell
16,291
-5,939
-27% -$298K 0.09% 74
2023
Q3 		$1.12M Buy
22,230
+67
+0.3% +$3.36K 0.13% 61
2023
Q2 		$1.11M Buy
22,163
+51
+0.2% +$2.56K 0.13% 67
2023
Q1 		$1.11M Sell
22,112
-12,509
-36% -$629K 0.14% 70
2022
Q4 		$1.74M Sell
34,621
-1,300
-4% -$65.2K 0.22% 51
2022
Q3 		$1.8M Buy
35,921
+1,805
+5% +$90.5K 0.25% 59
2022
Q2 		$1.71M Sell
34,116
-50,339
-60% -$2.53M 0.23% 60
2022
Q1 		$4.25M Sell
84,455
-3,791
-4% -$191K 0.49% 41
2021
Q4 		$4.46M Sell
88,246
-231,258
-72% -$11.7M 0.5% 39
2021
Q3 		$16M Buy
319,504
+42,447
+15% +$2.15M 1.92% 23
2021
Q2 		$14M Buy
277,057
+2,870
+1% +$146K 1.75% 28
2021
Q1 		$14M Sell
274,187
-562
-0.2% -$28.5K 1.83% 25
2020
Q4 		$14M Sell
274,749
-125,772
-31% -$6.39M 2.05% 24
2020
Q3 		$20.3M Buy
400,521
+155,642
+64% +$7.91M 3.44% 8
2020
Q2 		$12.4M Sell
244,879
-348,662
-59% -$17.6M 2.27% 21
2020
Q1 		$29.5M Buy
593,541
+238,876
+67% +$12M 6.89% 1
2019
Q4 		$17.9M Sell
354,665
-99,410
-22% -$5.02M 3.91% 8
2019
Q3 		$22.9M Buy
454,075
+90,998
+25% +$4.59M 5.45% 3
2019
Q2 		$18.3M Sell
363,077
-26,828
-7% -$1.35M 4.36% 5
2019
Q1 		$19.6M Buy
+389,905
New +$19.6M 5% 4

Other funds holding JPST

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
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

RVW Wealth's JPST Position: Q3 2026 in Review

RVW Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1,013% in Q3 2026, buying an estimated $2.51M and bringing the position to 54,634 shares worth $2.75M. The position accounts for 0.18% of the portfolio, ranked #57.

RVW Wealth first reported a position in JPST in Q1 2019 and has held it in 26 quarters since. The position peaked at $29.5M in Q1 2020. 372 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • RVW Wealth held 54,634 shares of JPMorgan Ultra-Short Income ETF worth $2.75M as of Q3 2026.
  • RVW Wealth bought 49,726 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $2.51M.
  • JPMorgan Ultra-Short Income ETF made up 0.18% of RVW Wealth's portfolio in Q3 2026, its #57 holding.
  • RVW Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 26 quarters since.
  • RVW Wealth's JPMorgan Ultra-Short Income ETF position peaked at $29.5M in Q1 2020.
  • 372 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.