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

Wealth Dimensions Group’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	$317K	Buy	+6,292	New	+$317K	0.05%	145
2024 Q1	–	Sell	-5,880	Closed	-$295K	–	145
2023 Q4	$295K	Sell	5,880 -2,000	-25%	-$100K	0.09%	109
2023 Q3	$395K	Hold	7,880	–	–	0.14%	89
2023 Q2	$395K	Sell	7,880 -301	-4%	-$15.1K	0.14%	92
2023 Q1	$412K	Buy	8,181 +301	+4%	+$15.1K	0.16%	85
2022 Q4	$395K	Hold	7,880	–	–	0.16%	88
2022 Q3	$395K	Hold	7,880	–	–	0.2%	75
2022 Q2	$395K	Hold	7,880	–	–	0.19%	82
2022 Q1	$396K	Hold	7,880	–	–	0.18%	89
2021 Q4	$398K	Hold	7,880	–	–	0.19%	90
2021 Q3	$400K	Hold	7,880	–	–	0.26%	85
2021 Q2	$400K	Buy	+7,880	New	+$400K	0.27%	77

Other funds holding JPST

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Dimensions Group's JPST Position: Q3 2026 in Review

Wealth Dimensions Group opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2026: 6,292 shares worth $317K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings. This is a return to the name: Wealth Dimensions Group previously reported a position in JPST as recently as Q4 2023.

Wealth Dimensions Group first reported a position in JPST in Q2 2021 and has held it in 12 quarters since. The position peaked at $412K in Q1 2023. 711 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Wealth Dimensions Group held 6,292 shares of JPMorgan Ultra-Short Income ETF worth $317K as of Q3 2026.
JPMorgan Ultra-Short Income ETF was a new Wealth Dimensions Group position in Q3 2026.
JPMorgan Ultra-Short Income ETF made up 0.05% of Wealth Dimensions Group's portfolio in Q3 2026, its #145 holding.
Wealth Dimensions Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and has held it in 12 quarters since.
Wealth Dimensions Group's JPMorgan Ultra-Short Income ETF position peaked at $412K in Q1 2023.
711 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Wealth Dimensions Group's 13F filing for Q3 2026, filed 2 Nov 2026.