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

VCI Wealth Management’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	$16M	Sell	318,215 -24,127	-7%	-$1.22M	3.83%	6
2026 Q2	$17.3M	Sell	342,342 -3,408	-1%	-$172K	4.34%	4
2026 Q1	$17.5M	Buy	345,750 +38,489	+13%	+$1.95M	4.85%	3
2025 Q4	$15.5M	Buy	307,261 +28,013	+10%	+$1.42M	4.32%	6
2025 Q3	$14.2M	Buy	279,248 +17,282	+7%	+$875K	4.3%	5
2025 Q2	$13.3M	Buy	261,966 +31,181	+14%	+$1.57M	4.65%	4
2025 Q1	$11.7M	Buy	230,785 +17,860	+8%	+$902K	4.9%	2
2024 Q4	$10.7M	Buy	212,925 +29,388	+16%	+$1.48M	4.55%	4
2024 Q3	$9.31M	Buy	183,537 +18,879	+11%	+$954K	4.15%	6
2024 Q2	$8.31M	Buy	164,658 +46,641	+40%	+$2.35M	4.11%	4
2024 Q1	$5.95M	Sell	118,017 -13,914	-11%	-$701K	4.03%	4
2023 Q4	$6.63M	Buy	+131,931	New	+$6.62M	4.03%	4

Other funds holding JPST

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 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

VCI Wealth Management's JPST Position: Q3 2026 in Review

VCI Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7% in Q3 2026, selling an estimated $1.22M and leaving 318,215 shares worth $16M. The position accounts for 3.83% of the portfolio, ranked #6.

VCI Wealth Management first reported a position in JPST in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.5M in Q1 2026. 1,002 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

VCI Wealth Management held 318,215 shares of JPMorgan Ultra-Short Income ETF worth $16M as of Q3 2026.
VCI Wealth Management sold 24,127 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $1.22M.
JPMorgan Ultra-Short Income ETF made up 3.83% of VCI Wealth Management's portfolio in Q3 2026, its #6 holding.
VCI Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 12 quarters since.
VCI Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $17.5M in Q1 2026.
1,002 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on VCI Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.