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 Q2	$477K	Sell	9,432 -75,154	-89%	-$3.8M	0.02%	112
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 $1.81T 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

Midland Wealth Advisors's JPST Position: Q2 2026 in Review

Midland Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 89% in Q2 2026, selling an estimated $3.8M and leaving 9,432 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #112.

Midland Wealth Advisors first reported a position in JPST in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.75M in Q4 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Midland Wealth Advisors held 9,432 shares of JPMorgan Ultra-Short Income ETF worth $477K as of Q2 2026.
Midland Wealth Advisors sold 75,154 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.8M.
JPMorgan Ultra-Short Income ETF made up 0.02% of Midland Wealth Advisors's portfolio in Q2 2026, its #112 holding.
Midland Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 9 quarters since.
Midland Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.75M in Q4 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.