Simon Quick Advisors
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Simon Quick Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Simon Quick Advisors’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 		$13.5M Buy
267,523
+3,750
+1% +$189K 0.51% 30
2026
Q2 		$13.3M Sell
263,773
-7,867
-3% -$397K 0.54% 29
2026
Q1 		$13.7M Sell
271,640
-5,882
-2% -$298K 0.63% 26
2025
Q4 		$14M Buy
277,522
+750
+0.3% +$38K 0.61% 26
2025
Q3 		$14M Sell
276,772
-1,208
-0.4% -$61.2K 0.64% 27
2025
Q2 		$14.1M Buy
277,980
+583
+0.2% +$29.4K 0.71% 26
2025
Q1 		$14M Sell
277,397
-2,711
-1% -$137K 0.8% 24
2024
Q4 		$14.1M Buy
280,108
+2,039
+0.7% +$103K 0.85% 22
2024
Q3 		$14.1M Sell
278,069
-105
-0% -$5.31K 0.89% 22
2024
Q2 		$14M Sell
278,174
-74
-0% -$3.73K 0.99% 19
2024
Q1 		$14M Sell
278,248
-12,949
-4% -$652K 1.05% 19
2023
Q4 		$14.6M Sell
291,197
-787
-0.3% -$39.5K 1.29% 17
2023
Q3 		$14.7M Sell
291,984
-23,278
-7% -$1.17M 1.38% 16
2023
Q2 		$15.8M Buy
315,262
+144,642
+85% +$7.26M 1.46% 15
2023
Q1 		$8.59M Sell
170,620
-185,491
-52% -$9.32M 0.93% 21
2022
Q4 		$17.9M Sell
356,111
-93,890
-21% -$4.71M 2.12% 12
2022
Q3 		$22.6M Sell
450,001
-130,877
-23% -$6.56M 3.19% 9
2022
Q2 		$29.1M Buy
+580,878
New +$29.1M 3.81% 8
2022
Q1 		– Sell
-442
Closed -$22K – 357
2021
Q4 		$22K Buy
442
+200
+83% +$10.1K 0.01% 283
2021
Q3 		$12K Sell
242
-158
-40% -$8.01K ﹤0.01% 341
2021
Q2 		$20K Hold
400
– – 0.01% 333
2021
Q1 		$20K Buy
+400
New +$20.3K 0.01% 352
2020
Q2 		– Sell
-2,255
Closed -$112K – 480
2020
Q1 		$112K Sell
2,255
-3,808
-63% -$191K 0.04% 113
2019
Q4 		$306K Buy
+6,063
New +$306K 0.11% 70

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
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
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
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 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

Simon Quick Advisors's JPST Position: Q3 2026 in Review

Simon Quick Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.4% in Q3 2026, buying an estimated $189K and bringing the position to 267,523 shares worth $13.5M. The position accounts for 0.51% of the portfolio, ranked #30.

Simon Quick Advisors first reported a position in JPST in Q4 2019 and has held it in 24 quarters since. The position peaked at $29.1M in Q2 2022. 583 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Simon Quick Advisors held 267,523 shares of JPMorgan Ultra-Short Income ETF worth $13.5M as of Q3 2026.
  • Simon Quick Advisors bought 3,750 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $189K.
  • JPMorgan Ultra-Short Income ETF made up 0.51% of Simon Quick Advisors's portfolio in Q3 2026, its #30 holding.
  • Simon Quick Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 24 quarters since.
  • Simon Quick Advisors's JPMorgan Ultra-Short Income ETF position peaked at $29.1M in Q2 2022.
  • 583 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.