Mason & Associates (California)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mason & Associates (California)’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	$6.67M	Buy	+131,826	New	+$6.66M	1.08%	25
2023 Q3	–	Sell	-236,329	Closed	-$11.8M	–	88
2023 Q2	$11.8M	Sell	236,329 -30,266	-11%	-$1.52M	3.5%	8
2023 Q1	$13.4M	Sell	266,595 -32,123	-11%	-$1.61M	4.1%	8
2022 Q4	$15M	Sell	298,718 -10,014	-3%	-$502K	4.78%	8
2022 Q3	$15.5M	Buy	308,732 +43,601	+16%	+$2.19M	5.48%	7
2022 Q2	$13.3M	Buy	265,131 +59,189	+29%	+$2.97M	4.67%	9
2022 Q1	$10.4M	Buy	+205,942	New	+$10.4M	3.16%	9

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

Mason & Associates (California)'s JPST Position: Q2 2026 in Review

Mason & Associates (California) opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 131,826 shares worth $6.67M. The stake represents 1.08% of the portfolio and ranks #25 among its holdings. This is a return to the name: Mason & Associates (California) previously reported a position in JPST as recently as Q2 2023.

Mason & Associates (California) first reported a position in JPST in Q1 2022 and has held it in 7 quarters since. The position peaked at $15.5M in Q3 2022. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Mason & Associates (California) held 131,826 shares of JPMorgan Ultra-Short Income ETF worth $6.67M as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Mason & Associates (California) position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 1.08% of Mason & Associates (California)'s portfolio in Q2 2026, its #25 holding.
Mason & Associates (California) first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2022 and has held it in 7 quarters since.
Mason & Associates (California)'s JPMorgan Ultra-Short Income ETF position peaked at $15.5M in Q3 2022.
1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.