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 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 $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mosley Wealth Management's JPST Position: Q2 2026 in Review

Mosley Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 62% in Q2 2026, selling an estimated $1.44M and leaving 17,339 shares worth $877K. The position accounts for 0.28% of the portfolio, ranked #64.

Mosley Wealth Management first reported a position in JPST in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.09M in Q4 2023. 817 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Mosley Wealth Management held 17,339 shares of JPMorgan Ultra-Short Income ETF worth $877K as of Q2 2026.
Mosley Wealth Management sold 28,510 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.44M.
JPMorgan Ultra-Short Income ETF made up 0.28% of Mosley Wealth Management's portfolio in Q2 2026, its #64 holding.
Mosley Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $5.09M in Q4 2023.
817 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.