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 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 $1.56T 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 $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Medallion Wealth Advisors's JPST Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 75% in Q1 2026, selling an estimated $1.16M and leaving 7,565 shares worth $383K. The position accounts for 0.13% of the portfolio, ranked #158.

Medallion Wealth Advisors first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.85M in Q3 2025. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Medallion Wealth Advisors held 7,565 shares of JPMorgan Ultra-Short Income ETF worth $383K as of Q1 2026.
Medallion Wealth Advisors sold 22,871 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.16M.
JPMorgan Ultra-Short Income ETF made up 0.13% of Medallion Wealth Advisors's portfolio in Q1 2026, its #158 holding.
Medallion Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.85M in Q3 2025.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.