Mission Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mission Wealth Management’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	$18.8M	Buy	371,068 +365,228	+6,254%	+$18.4M	0.23%	68
2026 Q1	$296K	Buy	5,840 +362	+7%	+$18.3K	0.01%	611
2025 Q4	$277K	Sell	5,478 -6,097	-53%	-$309K	0.01%	627
2025 Q3	$587K	Sell	11,575 -15,918	-58%	-$806K	0.01%	448
2025 Q2	$1.39M	Buy	27,493 +8,219	+43%	+$415K	0.03%	263
2025 Q1	$976K	Sell	19,274 -6,580	-25%	-$332K	0.02%	308
2024 Q4	$1.3M	Sell	25,854 -5,346	-17%	-$270K	0.03%	233
2024 Q3	$1.58M	Sell	31,200 -2,522	-7%	-$127K	0.04%	213
2024 Q2	$1.7M	Sell	33,722 -6,182	-15%	-$311K	0.05%	189
2024 Q1	$2.01M	Buy	39,904 +9,600	+32%	+$483K	0.05%	181
2023 Q4	$1.52M	Sell	30,304 -3,666	-11%	-$184K	0.05%	181
2023 Q3	$1.7M	Sell	33,970 -391	-1%	-$19.6K	0.06%	151
2023 Q2	$1.72M	Sell	34,361 -1,187	-3%	-$59.6K	0.07%	147
2023 Q1	$1.79M	Sell	35,548 -6,556	-16%	-$329K	0.07%	143
2022 Q4	$2.11M	Sell	42,104 -4,609	-10%	-$231K	0.1%	123
2022 Q3	$2.34M	Buy	46,713 +15,198	+48%	+$762K	0.12%	100
2022 Q2	$1.58M	Sell	31,515 -58,948	-65%	-$2.96M	0.08%	130
2022 Q1	$4.55M	Buy	90,463 +21,125	+30%	+$1.06M	0.21%	62
2021 Q4	$3.5M	Sell	69,338 -26,505	-28%	-$1.34M	0.16%	74
2021 Q3	$4.86M	Sell	95,843 -10,021	-9%	-$508K	0.25%	55
2021 Q2	$5.37M	Sell	105,864 -67,386	-39%	-$3.42M	0.28%	50
2021 Q1	$8.79M	Sell	173,250 -15,902	-8%	-$807K	0.51%	33
2020 Q4	$9.61M	Sell	189,152 -55,172	-23%	-$2.8M	0.6%	29
2020 Q3	$12.4M	Buy	244,324 +101,041	+71%	+$5.13M	0.93%	21
2020 Q2	$7.27M	Buy	143,283 +112,801	+370%	+$5.68M	0.63%	29
2020 Q1	$1.51M	Buy	30,482 +7,872	+35%	+$396K	0.17%	75
2019 Q4	$1.14M	Buy	+22,610	New	+$1.14M	0.11%	104

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Mission Wealth Management's JPST Position: Q2 2026 in Review

Mission Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 6,254% in Q2 2026, buying an estimated $18.4M and bringing the position to 371,068 shares worth $18.8M. The position accounts for 0.23% of the portfolio, ranked #68.

Mission Wealth Management first reported a position in JPST in Q4 2019 and has held it in 27 quarters since. 263 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Mission Wealth Management held 371,068 shares of JPMorgan Ultra-Short Income ETF worth $18.8M as of Q2 2026.
Mission Wealth Management bought 365,228 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $18.4M.
JPMorgan Ultra-Short Income ETF made up 0.23% of Mission Wealth Management's portfolio in Q2 2026, its #68 holding.
Mission Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 27 quarters since.
263 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.