XY Planning Network
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XY Planning Network’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

XY Planning Network’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 		$796K Sell
15,802
-8,217
-34% -$414K 0.09% 183
2026
Q2 		$1.21M Buy
24,019
+6,928
+41% +$350K 0.15% 126
2026
Q1 		$862K Buy
17,091
+4,665
+38% +$236K 0.14% 139
2025
Q4 		$629K Buy
+12,426
New +$630K 0.11% 151

Other funds holding JPST

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Fluent Financial
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

XY Planning Network's JPST Position: Q3 2026 in Review

XY Planning Network reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 34% in Q3 2026, selling an estimated $414K and leaving 15,802 shares worth $796K. The position accounts for 0.09% of the portfolio, ranked #183.

XY Planning Network first reported a position in JPST in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.21M in Q2 2026. 420 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • XY Planning Network held 15,802 shares of JPMorgan Ultra-Short Income ETF worth $796K as of Q3 2026.
  • XY Planning Network sold 8,217 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $414K.
  • JPMorgan Ultra-Short Income ETF made up 0.09% of XY Planning Network's portfolio in Q3 2026, its #183 holding.
  • XY Planning Network first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's JPMorgan Ultra-Short Income ETF position peaked at $1.21M in Q2 2026.
  • 420 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.