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 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 $1.56T 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

Mayfair Advisory Group's JPST Position: Q1 2026 in Review

Mayfair Advisory Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.9% in Q1 2026, buying an estimated $226K and bringing the position to 69,350 shares worth $3.51M. The position accounts for 1.23% of the portfolio, ranked #21.

Mayfair Advisory Group first reported a position in JPST in Q1 2021 and has held it in 18 quarters since. The position peaked at $6.11M in Q1 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Mayfair Advisory Group held 69,350 shares of JPMorgan Ultra-Short Income ETF worth $3.51M as of Q1 2026.
Mayfair Advisory Group bought 4,466 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $226K.
JPMorgan Ultra-Short Income ETF made up 1.23% of Mayfair Advisory Group's portfolio in Q1 2026, its #21 holding.
Mayfair Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 18 quarters since.
Mayfair Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $6.11M in Q1 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.