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 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	+$7.75K	﹤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

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

Mather Group's JPST Position: Q1 2026 in Review

Mather Group opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026: 25 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #1751 among its holdings. This is a return to the name: Mather Group previously reported a position in JPST as recently as Q3 2025.

Mather Group first reported a position in JPST in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.72M in Q2 2020. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Mather Group held 25 shares of JPMorgan Ultra-Short Income ETF worth $1.26K as of Q1 2026.
JPMorgan Ultra-Short Income ETF was a new Mather Group position in Q1 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1751 holding.
Mather Group first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 11 quarters since.
Mather Group's JPMorgan Ultra-Short Income ETF position peaked at $1.72M in Q2 2020.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.