MA
JPST icon

MBA Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

MBA Advisors’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 		$4.76M Buy
94,056
+11,635
+14% +$589K 1.83% 17
2025
Q4 		$4.17M Buy
82,421
+12,182
+17% +$617K 1.68% 18
2025
Q3 		$3.56M Buy
70,239
+4,378
+7% +$222K 1.52% 18
2025
Q2 		$3.34M Buy
65,861
+4,333
+7% +$219K 1.54% 18
2025
Q1 		$3.12M Buy
61,528
+6,316
+11% +$319K 1.54% 18
2024
Q4 		$2.78M Buy
55,212
+7,740
+16% +$391K 1.4% 21
2024
Q3 		$2.41M Buy
47,472
+2,361
+5% +$119K 1.16% 25
2024
Q2 		$2.28M Buy
45,111
+3,064
+7% +$154K 1.16% 24
2024
Q1 		$2.12M Buy
42,047
+1,739
+4% +$87.6K 1.1% 25
2023
Q4 		$2.02M Buy
40,308
+887
+2% +$44.5K 1.13% 24
2023
Q3 		$1.98M Buy
39,421
+317
+0.8% +$15.9K 1.21% 23
2023
Q2 		$1.96M Sell
39,104
-34,042
-47% -$1.71M 1.17% 24
2023
Q1 		$3.68M Sell
73,146
-7,447
-9% -$374K 2.29% 13
2022
Q4 		$4.04M Sell
80,593
-7,365
-8% -$369K 2.64% 12
2022
Q3 		$4.41M Buy
87,958
+3,255
+4% +$163K 3.19% 7
2022
Q2 		$4.24M Buy
84,703
+21,779
+35% +$1.09M 2.92% 10
2022
Q1 		$3.16M Buy
62,924
+15,556
+33% +$784K 1.96% 14
2021
Q4 		$2.39M Buy
47,368
+12,635
+36% +$639K 1.48% 19
2021
Q3 		$1.76M Buy
34,733
+5,683
+20% +$288K 1.3% 21
2021
Q2 		$1.47K Buy
29,050
+13,864
+91% +$703K 0.69% 28
2021
Q1 		$771 Buy
+15,186
New +$771K 0.42% 46

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MBA Advisors's JPST Position: Q1 2026 in Review

MBA Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q1 2026, buying an estimated $589K and bringing the position to 94,056 shares worth $4.76M. The position accounts for 1.83% of the portfolio, ranked #17.

MBA Advisors first reported a position in JPST in Q1 2021 and has held it in 21 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • MBA Advisors held 94,056 shares of JPMorgan Ultra-Short Income ETF worth $4.76M as of Q1 2026.
  • MBA Advisors bought 11,635 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $589K.
  • JPMorgan Ultra-Short Income ETF made up 1.83% of MBA Advisors's portfolio in Q1 2026, its #17 holding.
  • MBA Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.