Sowell Financial Services
JPST icon

Sowell Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sowell Financial Services’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 		$10.7M Sell
212,477
-140,628
-40% -$7.09M 0.34% 59
2026
Q2 		$17.9M Sell
353,105
-5,638
-2% -$285K 0.58% 26
2026
Q1 		$18.2M Buy
358,743
+18,395
+5% +$932K 0.67% 22
2025
Q4 		$17.2M Buy
340,348
+210,239
+162% +$10.7M 0.63% 23
2025
Q3 		$6.6M Buy
130,109
+1,439
+1% +$72.9K 0.25% 79
2025
Q2 		$6.52M Buy
128,670
+4,647
+4% +$235K 0.27% 78
2025
Q1 		$6.28M Buy
124,023
+3,494
+3% +$176K 0.29% 70
2024
Q4 		$6.07M Sell
120,529
-10,640
-8% -$537K 0.32% 71
2024
Q3 		$6.66M Sell
131,169
-33,252
-20% -$1.68M 0.31% 77
2024
Q2 		$8.3M Sell
164,421
-10,397
-6% -$524K 0.4% 54
2024
Q1 		$8.82M Sell
174,818
-40,504
-19% -$2.04M 0.42% 54
2023
Q4 		$10.9M Sell
215,322
-48,798
-18% -$2.45M 0.59% 34
2023
Q3 		$13.3M Sell
264,120
-49,283
-16% -$2.47M 0.83% 20
2023
Q2 		$15.7M Buy
313,403
+53,979
+21% +$2.71M 0.88% 15
2023
Q1 		$13.1M Sell
259,424
-1,060,482
-80% -$53.3M 1.01% 12
2022
Q4 		$66.3M Buy
1,319,906
+574,753
+77% +$28.8M 4.29% 1
2022
Q3 		$37.4M Sell
745,153
-439,106
-37% -$22M 3.77% 2
2022
Q2 		$59.7M Buy
1,184,259
+507,664
+75% +$25.5M 5.51% 2
2022
Q1 		$34.4M Buy
676,595
+384,164
+131% +$19.3M 6% 2
2021
Q4 		$14.8M Sell
292,431
-25,064
-8% -$1.27M 0.85% 20
2021
Q3 		$16.1M Buy
317,495
+36,202
+13% +$1.84M 1.09% 12
2021
Q2 		$14.3M Sell
281,293
-41,618
-13% -$2.11M 0.95% 12
2021
Q1 		$16.4M Sell
322,911
-31,636
-9% -$1.61M 0.57% 37
2020
Q4 		$18M Buy
354,547
+20,886
+6% +$1.06M 0.77% 20
2020
Q3 		$16.9M Sell
333,661
-404,337
-55% -$20.5M 0.85% 21
2020
Q2 		$37.4M Sell
737,998
-509,856
-41% -$25.7M 2.06% 4
2020
Q1 		$62M Buy
1,247,854
+672,062
+117% +$33.8M 4.59% 1
2019
Q4 		$29M Sell
575,792
-30,259
-5% -$1.53M 2.21% 4
2019
Q3 		$30.6M Buy
+606,051
New +$30.6M 2.53% 3
2019
Q1 		$39.1M Buy
776,738
+54,622
+8% +$2.75M 4.36% 1
2018
Q4 		$36.2M Buy
+722,116
New +$36.2M 5.13% 1

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
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Sowell Financial Services's JPST Position: Q3 2026 in Review

Sowell Financial Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 40% in Q3 2026, selling an estimated $7.09M and leaving 212,477 shares worth $10.7M. The position accounts for 0.34% of the portfolio, ranked #59.

Sowell Financial Services first reported a position in JPST in Q4 2018 and has held it in 31 quarters since. The position peaked at $66.3M in Q4 2022. 420 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Sowell Financial Services held 212,477 shares of JPMorgan Ultra-Short Income ETF worth $10.7M as of Q3 2026.
  • Sowell Financial Services sold 140,628 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $7.09M.
  • JPMorgan Ultra-Short Income ETF made up 0.34% of Sowell Financial Services's portfolio in Q3 2026, its #59 holding.
  • Sowell Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 31 quarters since.
  • Sowell Financial Services's JPMorgan Ultra-Short Income ETF position peaked at $66.3M in Q4 2022.
  • 420 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.