Midland Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Midland 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	$4.28M	Sell	84,586 -9,379	-10%	-$475K	0.22%	31
2025 Q4	$4.75M	Buy	93,965 +10,692	+13%	+$542K	0.25%	28
2025 Q3	$4.22M	Buy	83,273 +19,909	+31%	+$1.01M	0.23%	31
2025 Q2	$3.21M	Buy	63,364 +3,781	+6%	+$191K	0.18%	30
2025 Q1	$3.02M	Buy	59,583 +6,252	+12%	+$316K	0.18%	29
2024 Q4	$2.69M	Buy	53,331 +15,940	+43%	+$805K	0.16%	37
2024 Q3	$1.9M	Buy	37,391 +10,884	+41%	+$550K	0.11%	52
2024 Q2	$1.34M	Buy	+26,507	New	+$1.33M	0.08%	66

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

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

Midland Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 10% in Q1 2026, selling an estimated $475K and leaving 84,586 shares worth $4.28M. The position accounts for 0.22% of the portfolio, ranked #31.

Midland Wealth Advisors first reported a position in JPST in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.75M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Midland Wealth Advisors held 84,586 shares of JPMorgan Ultra-Short Income ETF worth $4.28M as of Q1 2026.
Midland Wealth Advisors sold 9,379 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $475K.
JPMorgan Ultra-Short Income ETF made up 0.22% of Midland Wealth Advisors's portfolio in Q1 2026, its #31 holding.
Midland Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 8 quarters since.
Midland Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.75M in Q4 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.