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 Q2	$1.3M	Sell	25,794 -1,689	-6%	-$85.3K	0.81%	34
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 $1.81T 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

Mascagni Wealth Management's JPST Position: Q2 2026 in Review

Mascagni Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.1% in Q2 2026, selling an estimated $85.3K and leaving 25,794 shares worth $1.3M. The position accounts for 0.81% of the portfolio, ranked #34.

Mascagni Wealth Management first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q1 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Mascagni Wealth Management held 25,794 shares of JPMorgan Ultra-Short Income ETF worth $1.3M as of Q2 2026.
Mascagni Wealth Management sold 1,689 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $85.3K.
JPMorgan Ultra-Short Income ETF made up 0.81% of Mascagni Wealth Management's portfolio in Q2 2026, its #34 holding.
Mascagni Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Mascagni Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $1.65M in Q1 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.