Mather Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mather Group’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 Q3	$9.32K	Buy	185 +160	+640%	+$8.07K	﹤0.01%	1665
2026 Q2	$1.26K	Hold	25	–	–	﹤0.01%	1777
2026 Q1	$1.26K	Buy	+25	New	+$1.27K	﹤0.01%	1751
2025 Q4	–	Sell	-25	Closed	-$1.27K	–	1173
2025 Q3	$1.27K	Buy	+25	New	+$1.27K	﹤0.01%	1567
2025 Q2	–	Sell	-59	Closed	-$2.99K	–	1193
2025 Q1	$2.99K	Buy	59 +34	+136%	+$1.72K	﹤0.01%	1506
2024 Q4	$1.26K	Hold	25	–	–	﹤0.01%	1590
2024 Q3	$1.27K	Sell	25 -129	-84%	-$6.52K	﹤0.01%	1536
2024 Q2	$7.74K	Buy	+154	New	+$7.76K	﹤0.01%	1513
2021 Q3	–	Sell	-5,227	Closed	-$265K	–	294
2021 Q2	$265K	Sell	5,227 -2,533	-33%	-$129K	0.01%	228
2021 Q1	$394K	Sell	7,760 -11,142	-59%	-$566K	0.01%	172
2020 Q4	$960K	Sell	18,902 -6,872	-27%	-$349K	0.03%	98
2020 Q3	$1.31M	Sell	25,774 -8,199	-24%	-$417K	0.05%	80
2020 Q2	$1.72M	Buy	+33,973	New	+$1.71M	0.08%	65

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Mather Group's JPST Position: Q3 2026 in Review

Mather Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 640% in Q3 2026, buying an estimated $8.07K and bringing the position to 185 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Mather Group first reported a position in JPST in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.72M in Q2 2020. 380 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Mather Group held 185 shares of JPMorgan Ultra-Short Income ETF worth $9.32K as of Q3 2026.
Mather Group bought 160 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $8.07K.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1665 holding.
Mather Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 13 quarters since.
Mather Group's JPMorgan Ultra-Short Income ETF position peaked at $1.72M in Q2 2020.
380 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.