MF
JPST icon

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
Q2 		$6.33M Buy
125,148
+15,641
+14% +$790K 4.43% 7
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 $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Midwestern Financial's JPST Position: Q2 2026 in Review

Midwestern Financial increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 14% in Q2 2026, buying an estimated $790K and bringing the position to 125,148 shares worth $6.33M. The position accounts for 4.43% of the portfolio, ranked #7.

Midwestern Financial first reported a position in JPST in Q2 2025 and has held it in 5 quarters since. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Midwestern Financial held 125,148 shares of JPMorgan Ultra-Short Income ETF worth $6.33M as of Q2 2026.
  • Midwestern Financial bought 15,641 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $790K.
  • JPMorgan Ultra-Short Income ETF made up 4.43% of Midwestern Financial's portfolio in Q2 2026, its #7 holding.
  • Midwestern Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.