Valley Wealth Managers
JPST icon

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

Valley Wealth Managers’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 		$2.47M Sell
49,062
-2,867
-6% -$145K 0.14% 114
2026
Q2 		$2.63M Sell
51,929
-10,095
-16% -$510K 0.15% 113
2026
Q1 		$3.14M Sell
62,024
-94,709
-60% -$4.8M 0.2% 105
2025
Q4 		$7.93M Sell
156,733
-235,317
-60% -$11.9M 0.51% 51
2025
Q3 		$19.9M Buy
392,050
+53,920
+16% +$2.73M 1.31% 37
2025
Q2 		$17.1M Buy
338,130
+82,477
+32% +$4.17M 1.23% 39
2025
Q1 		$12.9M Sell
255,653
-61,212
-19% -$3.09M 0.98% 46
2024
Q4 		$16M Buy
316,865
+34,865
+12% +$1.76M 1.19% 37
2024
Q3 		$14.3M Buy
282,000
+43,639
+18% +$2.21M 1.06% 44
2024
Q2 		$12M Buy
238,361
+9,774
+4% +$492K 0.96% 44
2024
Q1 		$11.5M Buy
228,587
+5,170
+2% +$260K 0.87% 45
2023
Q4 		$11.2M Buy
223,417
+55,325
+33% +$2.78M 0.88% 47
2023
Q3 		$8.43M Buy
168,092
+145,007
+628% +$7.27M 0.7% 47
2023
Q2 		$1.16M Sell
23,085
-287
-1% -$14.4K 0.1% 105
2023
Q1 		$1.18M Sell
23,372
-269
-1% -$13.5K 0.11% 105
2022
Q4 		$1.19M Buy
23,641
+45
+0.2% +$2.26K 0.11% 106
2022
Q3 		$1.18M Buy
23,596
+858
+4% +$43K 0.12% 106
2022
Q2 		$1.14M Buy
+22,738
New +$1.14M 0.11% 109

Other funds holding JPST

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
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
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Valley Wealth Managers's JPST Position: Q3 2026 in Review

Valley Wealth Managers reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.5% in Q3 2026, selling an estimated $145K and leaving 49,062 shares worth $2.47M. The position accounts for 0.14% of the portfolio, ranked #114.

Valley Wealth Managers first reported a position in JPST in Q2 2022 and has held it in 18 quarters since. The position peaked at $19.9M in Q3 2025. 356 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Valley Wealth Managers held 49,062 shares of JPMorgan Ultra-Short Income ETF worth $2.47M as of Q3 2026.
  • Valley Wealth Managers sold 2,867 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $145K.
  • JPMorgan Ultra-Short Income ETF made up 0.14% of Valley Wealth Managers's portfolio in Q3 2026, its #114 holding.
  • Valley Wealth Managers first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 18 quarters since.
  • Valley Wealth Managers's JPMorgan Ultra-Short Income ETF position peaked at $19.9M in Q3 2025.
  • 356 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.