Mosley Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mosley 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 Q3	$769K	Sell	15,278 -2,061	-12%	-$104K	0.22%	83
2026 Q2	$877K	Sell	17,339 -28,510	-62%	-$1.44M	0.28%	64
2026 Q1	$2.33M	Sell	45,849 -35	-0.1%	-$1.77K	1.05%	22
2025 Q4	$2.32M	Buy	+45,884	New	+$2.32M	1.06%	23
2024 Q4	$1.99M	Buy	39,445 +5,060	+15%	+$256K	1.24%	19
2024 Q3	$1.74M	Buy	34,385 +3,415	+11%	+$173K	1.19%	18
2024 Q2	$1.56M	Sell	30,970 -51,966	-63%	-$2.62M	1.33%	17
2024 Q1	$4.18M	Sell	82,936 -18,387	-18%	-$926K	3.93%	5
2023 Q4	$5.09M	Buy	+101,323	New	+$5.08M	5.02%	4

Other funds holding JPST

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Mosley Wealth Management's JPST Position: Q3 2026 in Review

Mosley Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 12% in Q3 2026, selling an estimated $104K and leaving 15,278 shares worth $769K. The position accounts for 0.22% of the portfolio, ranked #83.

Mosley Wealth Management first reported a position in JPST in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.09M in Q4 2023. 904 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Mosley Wealth Management held 15,278 shares of JPMorgan Ultra-Short Income ETF worth $769K as of Q3 2026.
Mosley Wealth Management sold 2,061 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $104K.
JPMorgan Ultra-Short Income ETF made up 0.22% of Mosley Wealth Management's portfolio in Q3 2026, its #83 holding.
Mosley Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 9 quarters since.
Mosley Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $5.09M in Q4 2023.
904 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.