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

Mascagni 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 Q1	$1.39M	Sell	27,483 -1,457	-5%	-$73.8K	0.99%	32
2025 Q4	$1.46M	Sell	28,940 -2,531	-8%	-$128K	1.09%	26
2025 Q3	$1.6M	Sell	31,471 -677	-2%	-$34.3K	1.23%	21
2025 Q2	$1.63M	Sell	32,148 -418	-1%	-$21.1K	1.39%	19
2025 Q1	$1.65M	Hold	32,566	–	–	1.64%	15
2024 Q4	$1.65M	Buy	+32,566	New	+$1.64M	1.64%	15

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mascagni Wealth Management's JPST Position: Q1 2026 in Review

Mascagni Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5% in Q1 2026, selling an estimated $73.8K and leaving 27,483 shares worth $1.39M. The position accounts for 0.99% of the portfolio, ranked #32.

Mascagni Wealth Management first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.65M in Q1 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Mascagni Wealth Management held 27,483 shares of JPMorgan Ultra-Short Income ETF worth $1.39M as of Q1 2026.
Mascagni Wealth Management sold 1,457 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $73.8K.
JPMorgan Ultra-Short Income ETF made up 0.99% of Mascagni Wealth Management's portfolio in Q1 2026, its #32 holding.
Mascagni Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
Mascagni Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $1.65M in Q1 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Mascagni Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.