MJT & Associates Financial Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

MJT & Associates Financial Advisory’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	$3.89M	Sell	76,936 -5,219	-6%	-$264K	2.57%	10
2026 Q1	$4.16M	Sell	82,155 -8,434	-9%	-$427K	3.05%	9
2025 Q4	$4.58M	Sell	90,589 -5,605	-6%	-$284K	3.42%	8
2025 Q3	$4.88M	Sell	96,194 -2,334	-2%	-$118K	3.97%	6
2025 Q2	$4.99M	Buy	98,528 +3,098	+3%	+$156K	6.19%	5
2025 Q1	$4.83M	Buy	+95,430	New	+$4.82M	4.64%	8

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

AOWM

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

CAM

Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 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

MJT & Associates Financial Advisory's JPST Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.4% in Q2 2026, selling an estimated $264K and leaving 76,936 shares worth $3.89M. The position accounts for 2.57% of the portfolio, ranked #10.

MJT & Associates Financial Advisory first reported a position in JPST in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.99M in Q2 2025. 372 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

MJT & Associates Financial Advisory held 76,936 shares of JPMorgan Ultra-Short Income ETF worth $3.89M as of Q2 2026.
MJT & Associates Financial Advisory sold 5,219 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $264K.
JPMorgan Ultra-Short Income ETF made up 2.57% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #10 holding.
MJT & Associates Financial Advisory first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's JPMorgan Ultra-Short Income ETF position peaked at $4.99M in Q2 2025.
372 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.