Mosaic Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mosaic Financial Group’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	$939K	Buy	18,545 +44	+0.2%	+$2.23K	0.67%	37
2025 Q4	$936K	Buy	18,501 +45	+0.2%	+$2.28K	0.64%	40
2025 Q3	$936K	Sell	18,456 -1,102	-6%	-$55.8K	0.67%	37
2025 Q2	$991K	Sell	19,558 -2,864	-13%	-$145K	0.76%	34
2025 Q1	$1.14M	Hold	22,422	–	–	0.92%	29
2024 Q4	$1.13M	Buy	22,422 +1,988	+10%	+$100K	0.81%	31
2024 Q3	$1.04M	Sell	20,434 -4,104	-17%	-$207K	0.74%	36
2024 Q2	$1.24M	Hold	24,538	–	–	0.89%	30
2024 Q1	$1.24M	Buy	+24,538	New	+$1.24M	0.99%	30

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

Mosaic Financial Group's JPST Position: Q1 2026 in Review

Mosaic Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.24% in Q1 2026, buying an estimated $2.23K and bringing the position to 18,545 shares worth $939K. The position accounts for 0.67% of the portfolio, ranked #37.

Mosaic Financial Group first reported a position in JPST in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.24M in Q2 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Mosaic Financial Group held 18,545 shares of JPMorgan Ultra-Short Income ETF worth $939K as of Q1 2026.
Mosaic Financial Group bought 44 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $2.23K.
JPMorgan Ultra-Short Income ETF made up 0.67% of Mosaic Financial Group's portfolio in Q1 2026, its #37 holding.
Mosaic Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $1.24M in Q2 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.