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

Mills 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	–	Sell	-64,873	Closed	-$3.28M	–	81
2025 Q4	$3.28M	Sell	64,873 -4,237	-6%	-$215K	1.29%	18
2025 Q3	$3.51M	Sell	69,110 -12,253	-15%	-$620K	1.43%	18
2025 Q2	$4.12M	Sell	81,363 -49,280	-38%	-$2.49M	1.89%	15
2025 Q1	$6.61M	Sell	130,643 -94,300	-42%	-$4.76M	3.51%	9
2024 Q4	$11.3M	Sell	224,943 -31,314	-12%	-$1.58M	6.45%	4
2024 Q3	$13M	Buy	256,257 +232	+0.1%	+$11.7K	8.95%	3
2024 Q2	$12.9M	Sell	256,025 -58,429	-19%	-$2.94M	9.23%	3
2024 Q1	$15.9M	Sell	314,454 -19,330	-6%	-$973K	11.64%	3
2023 Q4	$16.8M	Buy	333,784 +23,719	+8%	+$1.19M	12.77%	3
2023 Q3	$15.6M	Sell	310,065 -60,431	-16%	-$3.03M	12.45%	2
2023 Q2	$18.6M	Buy	370,496 +41,118	+12%	+$2.06M	14.12%	2
2023 Q1	$16.6M	Buy	329,378 +77,252	+31%	+$3.88M	13.35%	2
2022 Q4	$12.6M	Buy	+252,126	New	+$12.6M	11.42%	2

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

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

Mills Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 64,873 shares — an estimated $3.28M sold.

Mills Wealth Advisors first reported a position in JPST in Q4 2022 and held it in 13 quarters. The position peaked at $18.6M in Q2 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Mills Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Mills Wealth Advisors sold 64,873 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $3.28M.
Mills Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 13 quarters.
Mills Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $18.6M in Q2 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Mills Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.