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 Q3	$938K	Buy	18,619 +188	+1%	+$9.48K	0.58%	22
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

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Mendota Financial Group's JPST Position: Q3 2026 in Review

Mendota Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 1% in Q3 2026, buying an estimated $9.48K and bringing the position to 18,619 shares worth $938K. The position accounts for 0.58% of the portfolio, ranked #22.

Mendota Financial Group first reported a position in JPST in Q4 2023 and has held it in 8 quarters since. 65 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Mendota Financial Group held 18,619 shares of JPMorgan Ultra-Short Income ETF worth $938K as of Q3 2026.
Mendota Financial Group bought 188 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $9.48K.
JPMorgan Ultra-Short Income ETF made up 0.58% of Mendota Financial Group's portfolio in Q3 2026, its #22 holding.
Mendota Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 8 quarters since.
65 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Mendota Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.