White Wing Wealth Management
JPST icon

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

White Wing 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 		$19.5M Sell
386,525
-1,898
-0.5% -$95.7K 10.14% 3
2026
Q2 		$19.6M Sell
388,423
-13,385
-3% -$676K 10.25% 3
2026
Q1 		$20.3M Buy
401,808
+726
+0.2% +$36.8K 12.21% 2
2025
Q4 		$20.3M Sell
401,082
-3,178
-0.8% -$161K 12.11% 2
2025
Q3 		$20.4M Buy
404,260
+5,864
+1% +$297K 12.69% 2
2025
Q2 		$20.2M Buy
398,396
+12,283
+3% +$620K 13.68% 2
2025
Q1 		$19.5M Buy
386,113
+59,790
+18% +$3.02M 15.19% 2
2024
Q4 		$16.4M Buy
326,323
+17,607
+6% +$889K 12.22% 2
2024
Q3 		$15.7M Buy
308,716
+1,468
+0.5% +$74.2K 12.07% 2
2024
Q2 		$15.5M Sell
307,248
-12,063
-4% -$607K 12.41% 2
2024
Q1 		$16M Sell
319,311
-14,758
-4% -$743K 13.31% 2
2023
Q4 		$16.8M Buy
+334,069
New +$16.8M 15.44% 2

Other funds holding JPST

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
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
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

White Wing Wealth Management's JPST Position: Q3 2026 in Review

White Wing Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.49% in Q3 2026, selling an estimated $95.7K and leaving 386,525 shares worth $19.5M. The position accounts for 10.14% of the portfolio, ranked #3.

White Wing Wealth Management first reported a position in JPST in Q4 2023 and has held it in 12 quarters since. The position peaked at $20.4M in Q3 2025. 904 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • White Wing Wealth Management held 386,525 shares of JPMorgan Ultra-Short Income ETF worth $19.5M as of Q3 2026.
  • White Wing Wealth Management sold 1,898 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $95.7K.
  • JPMorgan Ultra-Short Income ETF made up 10.14% of White Wing Wealth Management's portfolio in Q3 2026, its #3 holding.
  • White Wing Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 12 quarters since.
  • White Wing Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $20.4M in Q3 2025.
  • 904 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on White Wing Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.