Mendel Money Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mendel Money Management’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	–	Sell	-7,084	Closed	-$358K	–	140
2025 Q4	$358K	Sell	7,084 -276	-4%	-$14K	0.15%	116
2025 Q3	$373K	Sell	7,360 -500	-6%	-$25.3K	0.16%	120
2025 Q2	$398K	Hold	7,860	–	–	0.18%	111
2025 Q1	$398K	Hold	7,860	–	–	0.19%	109
2024 Q4	$396K	Hold	7,860	–	–	0.18%	116
2024 Q3	$399K	Sell	7,860 -170	-2%	-$8.59K	0.17%	111
2024 Q2	$405K	Hold	8,030	–	–	0.19%	104
2024 Q1	$405K	Buy	8,030 +90	+1%	+$4.53K	0.19%	102
2023 Q4	$399K	Sell	7,940 -80	-1%	-$4.01K	0.19%	102
2023 Q3	$402K	Hold	8,020	–	–	0.22%	92
2023 Q2	$402K	Sell	8,020 -810	-9%	-$40.7K	0.21%	92
2023 Q1	$444K	Hold	8,830	–	–	0.24%	80
2022 Q4	$443K	Sell	8,830 -220	-2%	-$11K	0.25%	78
2022 Q3	$454K	Sell	9,050 -600	-6%	-$30.1K	0.28%	69
2022 Q2	$483K	Sell	9,650 -3,650	-27%	-$183K	0.29%	62
2022 Q1	$669K	Buy	13,300 +350	+3%	+$17.6K	0.33%	62
2021 Q4	$654K	Hold	12,950	–	–	0.38%	44
2021 Q3	$657K	Hold	12,950	–	–	0.41%	41
2021 Q2	$657K	Sell	12,950 -4,300	-25%	-$218K	0.41%	40
2021 Q1	$876K	Sell	17,250 -1,440	-8%	-$73.1K	0.57%	38
2020 Q4	$949K	Sell	18,690 -150	-0.8%	-$7.62K	0.66%	33
2020 Q3	$957K	Buy	18,840 +190	+1%	+$9.65K	0.75%	32
2020 Q2	$946K	Buy	+18,650	New	+$939K	0.83%	32
2019 Q4	$915K	Buy	18,150 +11,450	+171%	+$578K	0.79%	30
2019 Q3	$338K	Buy	+6,700	New	+$338K	0.31%	42

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

Mendel Money Management's JPST Position: Q1 2026 in Review

Mendel Money Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 7,084 shares — an estimated $358K sold.

Mendel Money Management first reported a position in JPST in Q3 2019 and held it in 25 quarters. The position peaked at $957K in Q3 2020. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Mendel Money Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Mendel Money Management sold 7,084 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $358K.
Mendel Money Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2019 and held it in 25 quarters.
Mendel Money Management's JPMorgan Ultra-Short Income ETF position peaked at $957K in Q3 2020.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.