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Stone Summit Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Stone Summit Wealth’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 		$377K Buy
7,479
+659
+10% +$33.2K 0.1% 111
2026
Q2 		$345K Buy
6,820
+100
+1% +$5.05K 0.09% 122
2026
Q1 		$340K Sell
6,720
-5,584
-45% -$283K 0.09% 117
2025
Q4 		$622K Sell
12,304
-8,977
-42% -$455K 0.17% 85
2025
Q3 		$1.08M Sell
21,281
-46,520
-69% -$2.36M 0.31% 65
2025
Q2 		$3.44M Buy
67,801
+24,565
+57% +$1.24M 1.06% 33
2025
Q1 		$2.19M Buy
43,236
+10,713
+33% +$541K 0.74% 48
2024
Q4 		$1.64M Buy
32,523
+6,267
+24% +$317K 0.55% 57
2024
Q3 		$1.33M Buy
26,256
+7,347
+39% +$371K 0.43% 66
2024
Q2 		$954K Sell
18,909
-1,730
-8% -$87.1K 0.34% 69
2024
Q1 		$1.04M Sell
20,639
-13,948
-40% -$702K 0.36% 72
2023
Q4 		$1.74M Sell
34,587
-1,400
-4% -$70.2K 0.67% 52
2023
Q3 		$1.81M Sell
35,987
-10,450
-23% -$524K 0.77% 45
2023
Q2 		$2.33M Sell
46,437
-10,130
-18% -$508K 0.96% 38
2023
Q1 		$2.85M Sell
56,567
-1,172
-2% -$58.9K 1.27% 22
2022
Q4 		$2.89M Buy
57,739
+28,197
+95% +$1.41M 1.42% 17
2022
Q3 		$1.48M Sell
29,542
-2,035
-6% -$102K 0.91% 40
2022
Q2 		$1.58M Buy
31,577
+6,387
+25% +$320K 0.94% 37
2022
Q1 		$1.26M Buy
25,190
+1,585
+7% +$79.8K 0.71% 46
2021
Q4 		$1.19M Buy
+23,605
New +$1.19M 0.96% 40

Other funds holding JPST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Stone Summit Wealth's JPST Position: Q3 2026 in Review

Stone Summit Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.7% in Q3 2026, buying an estimated $33.2K and bringing the position to 7,479 shares worth $377K. The position accounts for 0.1% of the portfolio, ranked #111.

Stone Summit Wealth first reported a position in JPST in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.44M in Q2 2025. 281 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Stone Summit Wealth held 7,479 shares of JPMorgan Ultra-Short Income ETF worth $377K as of Q3 2026.
  • Stone Summit Wealth bought 659 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $33.2K.
  • JPMorgan Ultra-Short Income ETF made up 0.1% of Stone Summit Wealth's portfolio in Q3 2026, its #111 holding.
  • Stone Summit Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's JPMorgan Ultra-Short Income ETF position peaked at $3.44M in Q2 2025.
  • 281 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.