Valeo Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Valeo Financial Advisors’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	$300K	Buy	+5,947	New	+$300K	0.01%	631
2021 Q2	–	Sell	-157	Closed	-$8K	–	1188
2021 Q1	$8K	Sell	157 -1,264	-89%	-$64.2K	﹤0.01%	1422
2020 Q4	$72K	Buy	+1,421	New	+$72.2K	﹤0.01%	659
2020 Q3	–	Sell	-258	Closed	-$13K	–	1875
2020 Q2	$13K	Sell	258 -688	-73%	-$34.7K	﹤0.01%	1195
2020 Q1	$47K	Buy	946 +257	+37%	+$12.9K	0.01%	630
2019 Q4	$35K	Sell	689 -2,343	-77%	-$118K	﹤0.01%	771
2019 Q3	$153K	Buy	3,032 +688	+29%	+$34.7K	0.02%	344
2019 Q2	$118K	Buy	+2,344	New	+$118K	0.01%	396

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

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

Valeo Financial Advisors's JPST Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2026: 5,947 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in JPST as recently as Q1 2021.

Valeo Financial Advisors first reported a position in JPST in Q2 2019 and has held it in 8 quarters since. 52 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Valeo Financial Advisors held 5,947 shares of JPMorgan Ultra-Short Income ETF worth $300K as of Q3 2026.
JPMorgan Ultra-Short Income ETF was a new Valeo Financial Advisors position in Q3 2026.
JPMorgan Ultra-Short Income ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #631 holding.
Valeo Financial Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 8 quarters since.
52 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

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