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

Whitaker-Myers 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 		$19M Buy
376,694
+46,298
+14% +$2.34M 3.09% 12
2026
Q2 		$16.7M Buy
330,396
+55,063
+20% +$2.78M 2.79% 15
2026
Q1 		$13.9M Buy
275,333
+34,541
+14% +$1.75M 2.78% 16
2025
Q4 		$12.2M Buy
240,792
+24,184
+11% +$1.23M 2.54% 16
2025
Q3 		$11M Sell
216,608
-76,973
-26% -$3.9M 2.4% 16
2025
Q2 		$14.9M Buy
293,581
+45,176
+18% +$2.28M 3.75% 9
2025
Q1 		$12.6M Buy
248,405
+18,073
+8% +$913K 3.53% 10
2024
Q4 		$11.6M Buy
230,332
+170,113
+282% +$8.59M 3.38% 9
2024
Q3 		$3.06M Buy
60,219
+10,610
+21% +$536K 1.02% 19
2024
Q2 		$2.5M Buy
49,609
+2,248
+5% +$113K 0.92% 20
2024
Q1 		$2.39M Sell
47,361
-6,036
-11% -$304K 1.01% 15
2023
Q4 		$2.68M Sell
53,397
-8,259
-13% -$414K 1.34% 14
2023
Q3 		$3.09M Buy
61,656
+7,355
+14% +$369K 1.92% 13
2023
Q2 		$2.72M Buy
54,301
+1,447
+3% +$72.6K 1.82% 12
2023
Q1 		$2.66M Buy
52,854
+18,539
+54% +$932K 2.06% 12
2022
Q4 		$1.72M Buy
+34,315
New +$1.72M 1.65% 20

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
KL
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
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Whitaker-Myers Wealth Managers's JPST Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q3 2026, buying an estimated $2.34M and bringing the position to 376,694 shares worth $19M. The position accounts for 3.09% of the portfolio, ranked #12.

Whitaker-Myers Wealth Managers first reported a position in JPST in Q4 2022 and has held it in 16 quarters since. 54 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 376,694 shares of JPMorgan Ultra-Short Income ETF worth $19M as of Q3 2026.
  • Whitaker-Myers Wealth Managers bought 46,298 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $2.34M.
  • JPMorgan Ultra-Short Income ETF made up 3.09% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #12 holding.
  • Whitaker-Myers Wealth Managers first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 16 quarters since.
  • 54 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

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