MBM Wealth Consultants’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

MBM Wealth Consultants’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	$28.4M	Buy	560,962 +79,495	+17%	+$4.02M	5.47%	4
2026 Q1	$24.4M	Buy	481,467 +20,451	+4%	+$1.04M	5.59%	5
2025 Q4	$23.3M	Buy	461,016 +65,110	+16%	+$3.3M	5.55%	5
2025 Q3	$20.1M	Buy	395,906 +68,451	+21%	+$3.47M	4.99%	6
2025 Q2	$16.6M	Buy	327,455 +15,283	+5%	+$772K	4.44%	7
2025 Q1	$15.8M	Buy	312,172 +19,437	+7%	+$982K	4.67%	6
2024 Q4	$14.8M	Buy	292,735 +52,744	+22%	+$2.66M	4.39%	6
2024 Q3	$12.2M	Buy	239,991 +25,301	+12%	+$1.28M	3.84%	8
2024 Q2	$10.8M	Sell	214,690 -21,353	-9%	-$1.08M	3.69%	8
2024 Q1	$11.9M	Buy	236,043 +8,737	+4%	+$440K	4.19%	7
2023 Q4	$11.5M	Buy	227,306 +34,330	+18%	+$1.72M	4.28%	7
2023 Q3	$9.66M	Buy	192,976 +14,547	+8%	+$729K	4.2%	7
2023 Q2	$8.93M	Sell	178,429 -2,044	-1%	-$103K	3.82%	7
2023 Q1	$10.2M	Sell	180,473 -1	-0%	-$50	4.16%	6
2022 Q4	$9.07M	Sell	180,474 -57,172	-24%	-$2.87M	4.2%	7
2022 Q3	$11.9M	Buy	237,646 +24,506	+11%	+$1.23M	5.73%	6
2022 Q2	$10.7M	Buy	+213,140	New	+$10.7M	5.22%	6
2020 Q1	–	Sell	-1,990	Closed	-$100K	–	207
2019 Q4	$100K	Hold	1,990	–	–	0.07%	99
2019 Q3	$100K	Hold	1,990	–	–	0.08%	99
2019 Q2	$100K	Hold	1,990	–	–	0.08%	99
2019 Q1	$100K	Buy	+1,990	New	+$100K	0.09%	98

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

MBM Wealth Consultants's JPST Position: Q2 2026 in Review

MBM Wealth Consultants increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q2 2026, buying an estimated $4.02M and bringing the position to 560,962 shares worth $28.4M. The position accounts for 5.47% of the portfolio, ranked #4.

MBM Wealth Consultants first reported a position in JPST in Q1 2019 and has held it in 21 quarters since. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

MBM Wealth Consultants held 560,962 shares of JPMorgan Ultra-Short Income ETF worth $28.4M as of Q2 2026.
MBM Wealth Consultants bought 79,495 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $4.02M.
JPMorgan Ultra-Short Income ETF made up 5.47% of MBM Wealth Consultants's portfolio in Q2 2026, its #4 holding.
MBM Wealth Consultants first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 21 quarters since.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.