Unique Wealth
JPST icon

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

Unique 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 		$410K Buy
8,141
+413
+5% +$20.8K 0.05% 161
2026
Q2 		$391K Buy
7,728
+1,388
+22% +$70.1K 0.05% 156
2026
Q1 		$321K Buy
6,340
+280
+5% +$14.2K 0.04% 157
2025
Q4 		$307K Sell
6,060
-260
-4% -$13.2K 0.04% 153
2025
Q3 		$321K Sell
6,320
-1,914
-23% -$96.9K 0.05% 145
2025
Q2 		$417K Sell
8,234
-32
-0.4% -$1.62K 0.07% 122
2025
Q1 		$419K Sell
8,266
-10,713
-56% -$541K 0.08% 113
2024
Q4 		$956K Buy
18,979
+262
+1% +$13.2K 0.2% 69
2024
Q3 		$950K Sell
18,717
-626
-3% -$31.6K 0.22% 65
2024
Q2 		$976K Buy
19,343
+9,085
+89% +$457K 0.26% 47
2024
Q1 		$517K Buy
10,258
+208
+2% +$10.5K 0.15% 61
2023
Q4 		$505K Sell
10,050
-24,388
-71% -$1.22M 0.16% 51
2023
Q3 		$1.73M Buy
+34,438
New +$1.73M 0.72% 22

Other funds holding JPST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Fluent Financial
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Unique Wealth's JPST Position: Q3 2026 in Review

Unique Wealth increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.3% in Q3 2026, buying an estimated $20.8K and bringing the position to 8,141 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #161.

Unique Wealth first reported a position in JPST in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.73M in Q3 2023. 572 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Unique Wealth held 8,141 shares of JPMorgan Ultra-Short Income ETF worth $410K as of Q3 2026.
  • Unique Wealth bought 413 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $20.8K.
  • JPMorgan Ultra-Short Income ETF made up 0.05% of Unique Wealth's portfolio in Q3 2026, its #161 holding.
  • Unique Wealth first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2023 and has held it in 13 quarters since.
  • Unique Wealth's JPMorgan Ultra-Short Income ETF position peaked at $1.73M in Q3 2023.
  • 572 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

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