Shufro Rose & Co
JPST icon

Shufro Rose & Co’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Shufro Rose & Co’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 		– Sell
-4,800
Closed -$243K – 229
2026
Q2 		$243K Sell
4,800
-11
-0.2% -$556 0.01% 266
2026
Q1 		$243K Sell
4,811
-714
-13% -$36.2K 0.02% 260
2025
Q4 		$280K Buy
+5,525
New +$280K 0.02% 241
2024
Q1 		– Sell
-15,449
Closed -$775K – 324
2023
Q4 		$775K Sell
15,449
-228
-1% -$11.4K 0.07% 124
2023
Q3 		$787K Buy
15,677
+366
+2% +$18.3K 0.07% 122
2023
Q2 		$768K Buy
15,311
+3,193
+26% +$160K 0.07% 126
2023
Q1 		$610K Sell
12,118
-15,021
-55% -$755K 0.06% 150
2022
Q4 		$1.36M Sell
27,139
-66,830
-71% -$3.35M 0.11% 96
2022
Q3 		$4.71M Sell
93,969
-1,173,592
-93% -$58.8M 0.47% 48
2022
Q2 		$63.5M Buy
1,267,561
+282,579
+29% +$14.2M 5.5% 2
2022
Q1 		$49.5M Sell
984,982
-331,919
-25% -$16.7M 3.82% 3
2021
Q4 		$66.5M Sell
1,316,901
-4,982
-0.4% -$252K 4.8% 2
2021
Q3 		$67M Sell
1,321,883
-232,749
-15% -$11.8M 5.25% 2
2021
Q2 		$78.9M Buy
1,554,632
+51,313
+3% +$2.6M 5.94% 2
2021
Q1 		$76.3M Buy
1,503,319
+1,393,100
+1,264% +$70.7M 6.05% 1
2020
Q4 		$5.6M Buy
+110,219
New +$5.6M 0.47% 49

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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

Shufro Rose & Co's JPST Position: Q3 2026 in Review

Shufro Rose & Co sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2026, closing a stake of 4,800 shares — an estimated $243K sold.

Shufro Rose & Co first reported a position in JPST in Q4 2020 and held it in 16 quarters. The position peaked at $78.9M in Q2 2021. 1,015 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Shufro Rose & Co reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2026 after selling out during the quarter.
  • Shufro Rose & Co sold 4,800 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $243K.
  • Shufro Rose & Co first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 16 quarters.
  • Shufro Rose & Co's JPMorgan Ultra-Short Income ETF position peaked at $78.9M in Q2 2021.
  • 1,015 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Shufro Rose & Co's 13F filing for Q3 2026, filed 10 Nov 2026.