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 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 $1.56T 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

Mittelman Wealth Management's JPST Position: Q1 2026 in Review

Mittelman Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q1 2026, buying an estimated $54K and bringing the position to 10,525 shares worth $533K. The position accounts for 0.33% of the portfolio, ranked #35.

Mittelman Wealth Management first reported a position in JPST in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.57M in Q3 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Mittelman Wealth Management held 10,525 shares of JPMorgan Ultra-Short Income ETF worth $533K as of Q1 2026.
Mittelman Wealth Management bought 1,066 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $54K.
JPMorgan Ultra-Short Income ETF made up 0.33% of Mittelman Wealth Management's portfolio in Q1 2026, its #35 holding.
Mittelman Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and has held it in 9 quarters since.
Mittelman Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $1.57M in Q3 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.