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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
Q3 		$3.22M Sell
63,921
-13,015
-17% -$657K 2.08% 10
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

MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

MJT & Associates Financial Advisory's JPST Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 17% in Q3 2026, selling an estimated $657K and leaving 63,921 shares worth $3.22M. The position accounts for 2.08% of the portfolio, ranked #10.

MJT & Associates Financial Advisory first reported a position in JPST in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.99M in Q2 2025. 52 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • MJT & Associates Financial Advisory held 63,921 shares of JPMorgan Ultra-Short Income ETF worth $3.22M as of Q3 2026.
  • MJT & Associates Financial Advisory sold 13,015 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $657K.
  • JPMorgan Ultra-Short Income ETF made up 2.08% of MJT & Associates Financial Advisory's portfolio in Q3 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 7 quarters since.
  • MJT & Associates Financial Advisory's JPMorgan Ultra-Short Income ETF position peaked at $4.99M in Q2 2025.
  • 52 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.