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

Mittelman 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	$483K	Sell	4,016 -6,509	-62%	-$329K	0.32%	37
2026 Q1	$533K	Buy	10,525 +1,066	+11%	+$54K	0.33%	35
2025 Q4	$479K	Sell	9,459 -21,390	-69%	-$1.08M	0.31%	35
2025 Q3	$1.57M	Buy	30,849 +23,789	+337%	+$1.2M	1.02%	18
2025 Q2	$358K	Sell	7,060 -1,854	-21%	-$93.6K	0.3%	31
2025 Q1	$451K	Sell	8,914 -1,851	-17%	-$93.5K	0.41%	24
2024 Q4	$542K	Hold	10,765	–	–	0.5%	20
2024 Q3	$546K	Buy	10,765 +2,621	+32%	+$132K	0.31%	18
2024 Q2	$411K	Sell	8,144 -1,235	-13%	-$62.2K	0.27%	55
2024 Q1	$473K	Buy	+9,379	New	+$472K	0.32%	48

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

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

Mittelman Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 62% in Q2 2026, selling an estimated $329K and leaving 4,016 shares worth $483K. The position accounts for 0.32% of the portfolio, ranked #37.

Mittelman Wealth Management first reported a position in JPST in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.57M in Q3 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Mittelman Wealth Management held 4,016 shares of JPMorgan Ultra-Short Income ETF worth $483K as of Q2 2026.
Mittelman Wealth Management sold 6,509 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $329K.
JPMorgan Ultra-Short Income ETF made up 0.32% of Mittelman Wealth Management's portfolio in Q2 2026, its #37 holding.
Mittelman Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and has held it in 10 quarters since.
Mittelman Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $1.57M in Q3 2025.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.