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

WT 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	$4.48M	Sell	88,880 -37,661	-30%	-$1.9M	1.25%	23
2026 Q2	$6.4M	Sell	126,541 -20,985	-14%	-$1.06M	1.77%	14
2026 Q1	$7.47M	Buy	147,526 +5,853	+4%	+$296K	2.22%	11
2025 Q4	$7.17M	Sell	141,673 -4,321	-3%	-$219K	2.06%	13
2025 Q3	$7.41M	Buy	145,994 +3,383	+2%	+$171K	2.13%	13
2025 Q2	$7.23M	Buy	142,611 +13,169	+10%	+$665K	2.14%	13
2025 Q1	$6.55M	Buy	129,442 +73,177	+130%	+$3.7M	2.13%	14
2024 Q4	$2.83M	Sell	56,265 -10,094	-15%	-$510K	0.89%	35
2024 Q3	$3.36M	Buy	66,359 +30,157	+83%	+$1.52M	1.07%	30
2024 Q2	$1.83M	Buy	36,202 +376	+1%	+$18.9K	0.62%	53
2024 Q1	$1.81M	Sell	35,826 -73,059	-67%	-$3.68M	0.65%	49
2023 Q4	$5.49M	Sell	108,885 -84,193	-44%	-$4.22M	2.17%	12
2023 Q3	$9.69M	Buy	193,078 +39,843	+26%	+$2M	4.15%	7
2023 Q2	$7.68M	Buy	153,235 +1,479	+1%	+$74.2K	3.19%	8
2023 Q1	$7.64M	Buy	151,756 +36,238	+31%	+$1.82M	3.3%	7
2022 Q4	$5.8M	Buy	115,518 +9,359	+9%	+$469K	2.82%	7
2022 Q3	$5.33M	Sell	106,159 -893	-0.8%	-$44.8K	2.68%	8
2022 Q2	$5.36M	Buy	+107,052	New	+$5.37M	2.65%	8

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

RWA

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

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

WT Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 30% in Q3 2026, selling an estimated $1.9M and leaving 88,880 shares worth $4.48M. The position accounts for 1.25% of the portfolio, ranked #23.

WT Wealth Management first reported a position in JPST in Q2 2022 and has held it in 18 quarters since. The position peaked at $9.69M in Q3 2023. 145 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

WT Wealth Management held 88,880 shares of JPMorgan Ultra-Short Income ETF worth $4.48M as of Q3 2026.
WT Wealth Management sold 37,661 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $1.9M.
JPMorgan Ultra-Short Income ETF made up 1.25% of WT Wealth Management's portfolio in Q3 2026, its #23 holding.
WT Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 18 quarters since.
WT Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $9.69M in Q3 2023.
145 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

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