Sherman Wealth Management
JPST icon

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

Sherman Wealth Management’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 		$8.2M Buy
162,809
+38,084
+31% +$1.92M 5.83% 5
2026
Q2 		$6.31M Buy
124,725
+7,368
+6% +$372K 4.75% 5
2026
Q1 		$5.94M Buy
117,357
+16,926
+17% +$857K 5.1% 5
2025
Q4 		$5.08M Buy
+100,431
New +$5.09M 4.41% 5

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Sherman Wealth Management's JPST Position: Q3 2026 in Review

Sherman Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 31% in Q3 2026, buying an estimated $1.92M and bringing the position to 162,809 shares worth $8.2M. The position accounts for 5.83% of the portfolio, ranked #5.

Sherman Wealth Management first reported a position in JPST in Q4 2025 and has held it in 4 quarters since. 1,117 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Sherman Wealth Management held 162,809 shares of JPMorgan Ultra-Short Income ETF worth $8.2M as of Q3 2026.
  • Sherman Wealth Management bought 38,084 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $1.92M.
  • JPMorgan Ultra-Short Income ETF made up 5.83% of Sherman Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Sherman Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,117 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Sherman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.