Surience Private Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Surience Private 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	$490K	Buy	+9,729	New	+$491K	0.47%	34

Other funds holding JPST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

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

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

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

Surience Private Wealth's JPST Position: Q3 2026 in Review

Surience Private Wealth opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2026: 9,729 shares worth $490K. The stake represents 0.47% of the portfolio and ranks #34 among its holdings.

420 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Surience Private Wealth held 9,729 shares of JPMorgan Ultra-Short Income ETF worth $490K as of Q3 2026.
JPMorgan Ultra-Short Income ETF was a new Surience Private Wealth position in Q3 2026.
JPMorgan Ultra-Short Income ETF made up 0.47% of Surience Private Wealth's portfolio in Q3 2026, its #34 holding.
420 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.