Sigma Planning Corp
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Sigma Planning Corp’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sigma Planning Corp’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 		$3.32M Buy
65,931
+6,675
+11% +$337K 0.09% 233
2026
Q2 		$3M Sell
59,256
-3,984
-6% -$201K 0.08% 272
2026
Q1 		$3.2M Sell
63,240
-1,389
-2% -$70.3K 0.09% 246
2025
Q4 		$3.27M Sell
64,629
-10,883
-14% -$551K 0.09% 236
2025
Q3 		$3.83M Sell
75,512
-6,588
-8% -$334K 0.11% 194
2025
Q2 		$4.16M Buy
82,100
+9,998
+14% +$505K 0.13% 171
2025
Q1 		$3.65M Buy
72,102
+367
+0.5% +$18.5K 0.12% 184
2024
Q4 		$3.61M Sell
71,735
-3,752
-5% -$189K 0.11% 179
2024
Q3 		$3.83M Sell
75,487
-59,623
-44% -$3.01M 0.12% 172
2024
Q2 		$6.82M Buy
135,110
+7,183
+6% +$362K 0.22% 90
2024
Q1 		$6.45M Buy
127,927
+61,448
+92% +$3.09M 0.2% 92
2023
Q4 		$3.34M Sell
66,479
-81,725
-55% -$4.1M 0.26% 77
2023
Q3 		$7.44M Sell
148,204
-31,590
-18% -$1.58M 0.28% 69
2023
Q2 		$9.01M Sell
179,794
-203,154
-53% -$10.2M 0.32% 53
2023
Q1 		$19.3M Buy
382,948
+14,084
+4% +$708K 0.64% 23
2022
Q4 		$18.5M Buy
368,864
+259,833
+238% +$13M 0.66% 19
2022
Q3 		$5.47M Sell
109,031
-10,490
-9% -$526K 0.21% 106
2022
Q2 		$5.99M Sell
119,521
-7,057
-6% -$354K 0.21% 102
2022
Q1 		$6.36M Buy
126,578
+14,534
+13% +$732K 0.19% 100
2021
Q4 		$5.66M Buy
112,044
+169
+0.2% +$8.55K 0.16% 132
2021
Q3 		$5.67M Buy
111,875
+2,980
+3% +$151K 0.17% 121
2021
Q2 		$5.52M Sell
108,895
-22,074
-17% -$1.12M 0.16% 132
2021
Q1 		$6.65M Buy
130,969
+19,672
+18% +$999K 0.21% 107
2020
Q4 		$5.65M Buy
111,297
+18,029
+19% +$916K 0.19% 115
2020
Q3 		$4.74M Buy
93,268
+7,362
+9% +$374K 0.19% 117
2020
Q2 		$4.36M Sell
85,906
-18,234
-18% -$918K 0.19% 110
2020
Q1 		$5.17M Buy
104,140
+52,648
+102% +$2.65M 0.31% 57
2019
Q4 		$2.6M Buy
51,492
+14,019
+37% +$708K 0.11% 190
2019
Q3 		$1.89M Buy
37,473
+3,991
+12% +$201K 0.09% 240
2019
Q2 		$1.69M Buy
33,482
+15,312
+84% +$771K 0.09% 245
2019
Q1 		$914K Buy
+18,170
New +$913K 0.05% 338

Other funds holding JPST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Sigma Planning Corp's JPST Position: Q3 2026 in Review

Sigma Planning Corp increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q3 2026, buying an estimated $337K and bringing the position to 65,931 shares worth $3.32M. The position accounts for 0.09% of the portfolio, ranked #233.

Sigma Planning Corp first reported a position in JPST in Q1 2019 and has held it in 31 quarters since. The position peaked at $19.3M in Q1 2023. 430 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Sigma Planning Corp held 65,931 shares of JPMorgan Ultra-Short Income ETF worth $3.32M as of Q3 2026.
  • Sigma Planning Corp bought 6,675 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $337K.
  • JPMorgan Ultra-Short Income ETF made up 0.09% of Sigma Planning Corp's portfolio in Q3 2026, its #233 holding.
  • Sigma Planning Corp first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 31 quarters since.
  • Sigma Planning Corp's JPMorgan Ultra-Short Income ETF position peaked at $19.3M in Q1 2023.
  • 430 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.