MMA Asset Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

MMA Asset 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	$396K	Sell	7,831 -426	-5%	-$21.5K	0.13%	140
2026 Q1	$418K	Sell	8,257 -1,594	-16%	-$80.7K	0.15%	125
2025 Q4	$498K	Hold	9,851	–	–	0.18%	104
2025 Q3	$500K	Sell	9,851 -16,665	-63%	-$844K	0.17%	108
2025 Q2	$1.34M	Sell	26,516 -11,471	-30%	-$579K	0.52%	44
2025 Q1	$1.92M	Buy	37,987 +1,764	+5%	+$89.1K	0.81%	24
2024 Q4	$1.82M	Sell	36,223 -11,768	-25%	-$594K	0.8%	27
2024 Q3	$2.43M	Buy	47,991 +17,408	+57%	+$880K	0.65%	33
2024 Q2	$1.54M	Sell	30,583 -17	-0.1%	-$856	0.72%	29
2024 Q1	$1.54M	Buy	30,600 +1,039	+4%	+$52.3K	0.72%	28
2023 Q4	$1.48M	Buy	29,561 +19,454	+192%	+$976K	0.79%	32
2023 Q3	$507K	Sell	10,107 -138,782	-93%	-$6.95M	0.29%	64
2023 Q2	$7.47M	Buy	148,889 +23,874	+19%	+$1.2M	4.37%	4
2023 Q1	$6.29M	Buy	125,015 +36,075	+41%	+$1.81M	4.5%	4
2022 Q4	$4.46M	Buy	88,940 +16,123	+22%	+$808K	3.64%	6
2022 Q3	$3.65M	Buy	+72,817	New	+$3.65M	3.15%	9

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

MMA Asset Management's JPST Position: Q2 2026 in Review

MMA Asset Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.2% in Q2 2026, selling an estimated $21.5K and leaving 7,831 shares worth $396K. The position accounts for 0.13% of the portfolio, ranked #140.

MMA Asset Management first reported a position in JPST in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.47M in Q2 2023. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

MMA Asset Management held 7,831 shares of JPMorgan Ultra-Short Income ETF worth $396K as of Q2 2026.
MMA Asset Management sold 426 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $21.5K.
JPMorgan Ultra-Short Income ETF made up 0.13% of MMA Asset Management's portfolio in Q2 2026, its #140 holding.
MMA Asset Management first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 16 quarters since.
MMA Asset Management's JPMorgan Ultra-Short Income ETF position peaked at $7.47M in Q2 2023.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.