Seamount Financial Group
JPST icon

Seamount Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Seamount Financial Group’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 		$814K Sell
16,153
-2,060
-11% -$104K 0.32% 64
2026
Q2 		$921K Sell
18,213
-710
-4% -$35.9K 0.37% 62
2026
Q1 		$958K Sell
18,923
-4,821
-20% -$244K 0.43% 55
2025
Q4 		$1.2M Sell
23,744
-3,862
-14% -$196K 0.55% 43
2025
Q3 		$1.4M Sell
27,606
-1,772
-6% -$89.7K 0.66% 37
2025
Q2 		$1.49M Buy
29,378
+8,127
+38% +$411K 0.77% 37
2025
Q1 		$1.08M Sell
21,251
-395
-2% -$20K 0.73% 36
2024
Q4 		$1.09M Buy
21,646
+410
+2% +$20.7K 0.75% 34
2024
Q3 		$1.08M Sell
21,236
-1,864
-8% -$94.2K 0.81% 31
2024
Q2 		$1.17M Sell
23,100
-3,803
-14% -$192K 0.95% 26
2024
Q1 		$1.36M Sell
26,903
-2,029
-7% -$102K 1.19% 23
2023
Q4 		$1.45M Buy
+28,932
New +$1.45M 1.39% 23

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
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
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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

Seamount Financial Group's JPST Position: Q3 2026 in Review

Seamount Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q3 2026, selling an estimated $104K and leaving 16,153 shares worth $814K. The position accounts for 0.32% of the portfolio, ranked #64.

Seamount Financial Group first reported a position in JPST in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.49M in Q2 2025. 558 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Seamount Financial Group held 16,153 shares of JPMorgan Ultra-Short Income ETF worth $814K as of Q3 2026.
  • Seamount Financial Group sold 2,060 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $104K.
  • JPMorgan Ultra-Short Income ETF made up 0.32% of Seamount Financial Group's portfolio in Q3 2026, its #64 holding.
  • Seamount Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 12 quarters since.
  • Seamount Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $1.49M in Q2 2025.
  • 558 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

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