Sunburst Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sunburst Financial Group’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	$2.48M	Sell	49,225 -70	-0.1%	-$3.53K	0.39%	31
2026 Q2	$2.49M	Buy	49,295 +1,857	+4%	+$93.8K	0.4%	32
2026 Q1	$2.4M	Buy	47,438 +3	+0%	+$152	0.44%	30
2025 Q4	$2.4M	Sell	47,435 -215	-0.5%	-$10.9K	0.49%	28
2025 Q3	$2.42M	Sell	47,650 -670	-1%	-$33.9K	0.51%	28
2025 Q2	$2.45M	Sell	48,320 -128	-0.3%	-$6.46K	0.55%	28
2025 Q1	$2.45M	Sell	48,448 -5,471	-10%	-$276K	0.6%	25
2024 Q4	$2.72M	Sell	53,919 -2,865	-5%	-$145K	0.67%	26
2024 Q3	$2.88M	Sell	56,784 -1,155	-2%	-$58.4K	0.73%	25
2024 Q2	$2.92M	Sell	57,939 -3,980	-6%	-$200K	0.79%	25
2024 Q1	$3.11M	Sell	61,919 -14,022	-18%	-$706K	0.88%	24
2023 Q4	$3.81M	Sell	75,941 -31,946	-30%	-$1.6M	1.18%	17
2023 Q3	$5.41M	Sell	107,887 -19,836	-16%	-$994K	1.91%	14
2023 Q2	$6.4M	Sell	127,723 -249,909	-66%	-$12.5M	2.23%	13
2023 Q1	$19M	Buy	377,632 +13,275	+4%	+$667K	7.01%	3
2022 Q4	$18.3M	Buy	364,357 +78,652	+28%	+$3.94M	7.27%	3
2022 Q3	$14.3M	Buy	285,705 +46,714	+20%	+$2.34M	6.94%	4
2022 Q2	$12M	Buy	+238,991	New	+$12M	5.74%	4

Other funds holding JPST

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

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Fluent Financial Dallas, Texas $292M AUM 8.92% 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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

RWA

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Sunburst Financial Group's JPST Position: Q3 2026 in Review

Sunburst Financial Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.14% in Q3 2026, selling an estimated $3.53K and leaving 49,225 shares worth $2.48M. The position accounts for 0.39% of the portfolio, ranked #31.

Sunburst Financial Group first reported a position in JPST in Q2 2022 and has held it in 18 quarters since. The position peaked at $19M in Q1 2023. 155 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Sunburst Financial Group held 49,225 shares of JPMorgan Ultra-Short Income ETF worth $2.48M as of Q3 2026.
Sunburst Financial Group sold 70 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $3.53K.
JPMorgan Ultra-Short Income ETF made up 0.39% of Sunburst Financial Group's portfolio in Q3 2026, its #31 holding.
Sunburst Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 18 quarters since.
Sunburst Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $19M in Q1 2023.
155 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.