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

Midwestern Financial’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 		$5.54M Buy
109,507
+27,412
+33% +$1.39M 4.36% 7
2025
Q4 		$4.15M Buy
82,095
+8,737
+12% +$443K 3.44% 10
2025
Q3 		$3.72M Buy
73,358
+7,867
+12% +$398K 3.19% 10
2025
Q2 		$3.32M Buy
+65,491
New +$3.31M 3.11% 11

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Midwestern Financial's JPST Position: Q1 2026 in Review

Midwestern Financial increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 33% in Q1 2026, buying an estimated $1.39M and bringing the position to 109,507 shares worth $5.54M. The position accounts for 4.36% of the portfolio, ranked #7.

Midwestern Financial first reported a position in JPST in Q2 2025 and has held it in 4 quarters since. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Midwestern Financial held 109,507 shares of JPMorgan Ultra-Short Income ETF worth $5.54M as of Q1 2026.
  • Midwestern Financial bought 27,412 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.39M.
  • JPMorgan Ultra-Short Income ETF made up 4.36% of Midwestern Financial's portfolio in Q1 2026, its #7 holding.
  • Midwestern Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.