MidAtlantic Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

MidAtlantic Capital 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	-3,526	Closed	-$178K	–	153
2025 Q4	$178K	Buy	+3,526	New	+$179K	0.11%	90
2025 Q1	–	Sell	-3,279	Closed	-$165K	–	153
2024 Q4	$165K	Buy	3,279 +106	+3%	+$5.35K	0.12%	85
2024 Q3	$161K	Buy	3,173 +1,538	+94%	+$77.7K	0.12%	88
2024 Q2	$82.5K	Sell	1,635 -174	-10%	-$8.76K	0.07%	104
2024 Q1	$91.3K	Sell	1,809 -60	-3%	-$3.02K	0.08%	104
2023 Q4	$93.9K	Buy	+1,869	New	+$93.8K	0.09%	97

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

MidAtlantic Capital Management's JPST Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 3,526 shares — an estimated $178K sold.

MidAtlantic Capital Management first reported a position in JPST in Q4 2023 and held it in 6 quarters. The position peaked at $178K in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

MidAtlantic Capital Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 3,526 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $178K.
MidAtlantic Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 6 quarters.
MidAtlantic Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $178K in Q4 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.