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

Medallion Wealth 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 Q2	$1.21M	Buy	16,755 +9,190	+121%	+$464K	0.38%	68
2026 Q1	$383K	Sell	7,565 -22,871	-75%	-$1.16M	0.13%	158
2025 Q4	$1.54M	Sell	30,436 -6,009	-16%	-$304K	0.52%	51
2025 Q3	$1.85M	Buy	36,445 +5,344	+17%	+$271K	0.66%	35
2025 Q2	$1.57M	Buy	31,101 +4,788	+18%	+$242K	0.61%	39
2025 Q1	$1.33M	Buy	26,313 +8,063	+44%	+$407K	0.6%	39
2024 Q4	$919K	Buy	+18,250	New	+$922K	0.46%	48

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

Medallion Wealth Advisors's JPST Position: Q2 2026 in Review

Medallion Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 121% in Q2 2026, buying an estimated $464K and bringing the position to 16,755 shares worth $1.21M. The position accounts for 0.38% of the portfolio, ranked #68.

Medallion Wealth Advisors first reported a position in JPST in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q3 2025. 1,197 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Medallion Wealth Advisors held 16,755 shares of JPMorgan Ultra-Short Income ETF worth $1.21M as of Q2 2026.
Medallion Wealth Advisors bought 9,190 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $464K.
JPMorgan Ultra-Short Income ETF made up 0.38% of Medallion Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Medallion Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.85M in Q3 2025.
1,197 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.