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Toth Financial Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Toth Financial Advisory’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 		– Sell
-917
Closed -$46.4K – 1063
2026
Q2 		$46.4K Buy
917
+7
+0.8% +$354 ﹤0.01% 393
2026
Q1 		$46.1K Buy
910
+7
+0.8% +$354 0.01% 371
2025
Q4 		$45.7K Buy
903
+8
+0.9% +$405 0.01% 372
2025
Q3 		$45.4K Sell
895
-119
-12% -$6.03K ﹤0.01% 364
2025
Q2 		$51.4K Buy
1,014
+9
+0.9% +$455 0.01% 306
2025
Q1 		$50.9K Sell
1,005
-1,077
-52% -$54.4K 0.01% 291
2024
Q4 		$105K Sell
2,082
-961
-32% -$48.5K 0.01% 233
2024
Q3 		$154K Buy
3,043
+23
+0.8% +$1.16K 0.02% 212
2024
Q2 		$152K Sell
3,020
-578
-16% -$29.1K 0.02% 212
2024
Q1 		$182K Buy
3,598
+23
+0.6% +$1.16K 0.02% 203
2023
Q4 		$180K Sell
3,575
-74
-2% -$3.71K 0.02% 210
2023
Q3 		$183K Buy
3,649
+86
+2% +$4.31K 0.03% 196
2023
Q2 		$179K Buy
3,563
+18
+0.5% +$903 0.03% 202
2023
Q1 		$178K Sell
3,545
-381
-10% -$19.1K 0.03% 193
2022
Q4 		$197K Buy
3,926
+653
+20% +$32.7K 0.03% 186
2022
Q3 		$164K Buy
+3,273
New +$164K 0.03% 178

Other funds holding JPST

MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Toth Financial Advisory's JPST Position: Q3 2026 in Review

Toth Financial Advisory sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q3 2026, closing a stake of 917 shares — an estimated $46.4K sold.

Toth Financial Advisory first reported a position in JPST in Q3 2022 and held it in 16 quarters. The position peaked at $197K in Q4 2022. 52 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Toth Financial Advisory reported no remaining JPMorgan Ultra-Short Income ETF position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 917 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $46.4K.
  • Toth Financial Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and held it in 16 quarters.
  • Toth Financial Advisory's JPMorgan Ultra-Short Income ETF position peaked at $197K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.