Mendota Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mendota Financial Group’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	$932K	Buy	18,431 +187	+1%	+$9.45K	0.58%	23
2026 Q1	$923K	Buy	18,244 +185	+1%	+$9.37K	0.68%	20
2025 Q4	$914K	Buy	18,059 +196	+1%	+$9.93K	0.66%	24
2025 Q3	$906K	Buy	+17,863	New	+$904K	0.68%	23
2024 Q3	–	Sell	-668	Closed	-$33.7K	–	1199
2024 Q2	$33.7K	Hold	668	–	–	0.02%	192
2024 Q1	$33.7K	Hold	668	–	–	0.02%	192
2023 Q4	$33.6K	Buy	+668	New	+$33.5K	0.03%	218

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

Mendota Financial Group's JPST Position: Q2 2026 in Review

Mendota Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1% in Q2 2026, buying an estimated $9.45K and bringing the position to 18,431 shares worth $932K. The position accounts for 0.58% of the portfolio, ranked #23.

Mendota Financial Group first reported a position in JPST in Q4 2023 and has held it in 7 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Mendota Financial Group held 18,431 shares of JPMorgan Ultra-Short Income ETF worth $932K as of Q2 2026.
Mendota Financial Group bought 187 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $9.45K.
JPMorgan Ultra-Short Income ETF made up 0.58% of Mendota Financial Group's portfolio in Q2 2026, its #23 holding.
Mendota Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 7 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Mendota Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.