Spurstone Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Spurstone Advisory 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	$653	Hold	13	–	–	0.01%	73
2026 Q2	$655	Hold	13	–	–	0.01%	74
2026 Q1	$658	Hold	13	–	–	0.01%	56
2025 Q4	$658	Hold	13	–	–	0.01%	75
2025 Q3	$659	Hold	13	–	–	0.01%	93
2025 Q2	$658	Hold	13	–	–	0.01%	114
2025 Q1	$658	Buy	+13	New	+$657	0.01%	80

Other funds holding JPST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Spurstone Advisory Services's JPST Position: Q3 2026 in Review

Spurstone Advisory Services held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q3 2026 at 13 shares worth $653. The position accounts for 0.01% of the portfolio, ranked #73.

Spurstone Advisory Services first reported a position in JPST in Q1 2025 and has held it in 7 quarters since. The position peaked at $659 in Q3 2025. 669 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Spurstone Advisory Services held 13 shares of JPMorgan Ultra-Short Income ETF worth $653 as of Q3 2026.
Spurstone Advisory Services left its JPMorgan Ultra-Short Income ETF share count unchanged in Q3 2026.
JPMorgan Ultra-Short Income ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q3 2026, its #73 holding.
Spurstone Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 7 quarters since.
Spurstone Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $659 in Q3 2025.
669 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.