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

Mayfair Advisory 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 Q2	$3.24M	Sell	64,105 -5,245	-8%	-$265K	0.98%	25
2026 Q1	$3.51M	Buy	69,350 +4,466	+7%	+$226K	1.23%	21
2025 Q4	$3.28M	Sell	64,884 -4,563	-7%	-$231K	1.28%	19
2025 Q3	$3.52M	Buy	69,447 +732	+1%	+$37.1K	1.51%	16
2025 Q2	$3.48M	Sell	68,715 -6,400	-9%	-$323K	1.64%	12
2025 Q1	$3.8M	Sell	75,115 -20,550	-21%	-$1.04M	2.19%	9
2024 Q4	$4.82M	Sell	95,665 -3,654	-4%	-$185K	2.84%	8
2024 Q3	$5.01M	Sell	99,319 -12,651	-11%	-$639K	3.16%	8
2024 Q2	$5.65M	Sell	111,970 -9,198	-8%	-$463K	3.82%	8
2024 Q1	$6.11M	Buy	121,168 +5,646	+5%	+$284K	4.44%	6
2023 Q4	$5.8M	Buy	115,522 +21,478	+23%	+$1.08M	4.94%	4
2023 Q3	$4.71M	Buy	94,044 +14,814	+19%	+$742K	4.54%	6
2023 Q2	$3.96M	Buy	79,230 +21,473	+37%	+$1.08M	3.95%	6
2023 Q1	$2.9M	Buy	57,757 +7,079	+14%	+$356K	3.15%	7
2022 Q4	$2.54M	Buy	50,678 +35,778	+240%	+$1.79M	3.24%	5
2022 Q3	$746K	Buy	+14,900	New	+$747K	1.05%	27
2021 Q4	–	Sell	-5,422	Closed	-$275K	–	103
2021 Q3	$275K	Hold	5,422	–	–	0.42%	65
2021 Q2	$275K	Hold	5,422	–	–	0.44%	65
2021 Q1	$275K	Buy	+5,422	New	+$275K	0.49%	57

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

Mayfair Advisory Group's JPST Position: Q2 2026 in Review

Mayfair Advisory Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.6% in Q2 2026, selling an estimated $265K and leaving 64,105 shares worth $3.24M. The position accounts for 0.98% of the portfolio, ranked #25.

Mayfair Advisory Group first reported a position in JPST in Q1 2021 and has held it in 19 quarters since. The position peaked at $6.11M in Q1 2024. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Mayfair Advisory Group held 64,105 shares of JPMorgan Ultra-Short Income ETF worth $3.24M as of Q2 2026.
Mayfair Advisory Group sold 5,245 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $265K.
JPMorgan Ultra-Short Income ETF made up 0.98% of Mayfair Advisory Group's portfolio in Q2 2026, its #25 holding.
Mayfair Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 19 quarters since.
Mayfair Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $6.11M in Q1 2024.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.