MAI Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

MAI Capital 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 Q2	$40.2M	Buy	794,088 +5,486	+0.7%	+$277K	0.15%	134
2026 Q1	$39.9M	Sell	788,602 -16,574	-2%	-$839K	0.23%	96
2025 Q4	$40.7M	Buy	805,176 +185,939	+30%	+$9.42M	0.23%	89
2025 Q3	$31.4M	Buy	619,237 +126,126	+26%	+$6.39M	0.2%	108
2025 Q2	$25M	Buy	493,111 +412,148	+509%	+$20.8M	0.17%	119
2025 Q1	$4.1M	Sell	80,963 -7,521	-8%	-$380K	0.03%	347
2024 Q4	$4.46M	Buy	+88,484	New	+$4.47M	0.03%	342

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MAI Capital Management's JPST Position: Q2 2026 in Review

MAI Capital Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.7% in Q2 2026, buying an estimated $277K and bringing the position to 794,088 shares worth $40.2M. The position accounts for 0.15% of the portfolio, ranked #134.

MAI Capital Management first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.7M in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

MAI Capital Management held 794,088 shares of JPMorgan Ultra-Short Income ETF worth $40.2M as of Q2 2026.
MAI Capital Management bought 5,486 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $277K.
JPMorgan Ultra-Short Income ETF made up 0.15% of MAI Capital Management's portfolio in Q2 2026, its #134 holding.
MAI Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $40.7M in Q4 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.