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

Massachusetts 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 		$14M Buy
277,545
+25,260
+10% +$1.28M 5.35% 1
2026
Q1 		$12.8M Buy
252,285
+36,130
+17% +$1.83M 5.53% 1
2025
Q4 		$10.9M Buy
216,155
+145,855
+207% +$7.39M 5.09% 2
2025
Q3 		$3.57M Buy
+70,300
New +$3.56M 1.77% 14

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Massachusetts Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 10% in Q2 2026, buying an estimated $1.28M and bringing the position to 277,545 shares worth $14M. The position accounts for 5.35% of the portfolio, ranked #1.

Massachusetts Wealth Management first reported a position in JPST in Q3 2025 and has held it in 4 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Massachusetts Wealth Management held 277,545 shares of JPMorgan Ultra-Short Income ETF worth $14M as of Q2 2026.
  • Massachusetts Wealth Management bought 25,260 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.28M.
  • JPMorgan Ultra-Short Income ETF made up 5.35% of Massachusetts Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Massachusetts Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.