Mount Yale Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mount Yale Investment Advisors’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	$333K	Buy	6,590 +168	+3%	+$8.49K	0.01%	940
2026 Q1	$325K	Sell	6,422 -2,143	-25%	-$109K	0.01%	859
2025 Q4	$435K	Buy	8,565 +2,737	+47%	+$139K	0.02%	494
2025 Q3	$296K	Buy	+5,828	New	+$295K	0.02%	527

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

Mount Yale Investment Advisors's JPST Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.6% in Q2 2026, buying an estimated $8.49K and bringing the position to 6,590 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #940.

Mount Yale Investment Advisors first reported a position in JPST in Q3 2025 and has held it in 4 quarters since. The position peaked at $435K in Q4 2025. 1,198 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Mount Yale Investment Advisors held 6,590 shares of JPMorgan Ultra-Short Income ETF worth $333K as of Q2 2026.
Mount Yale Investment Advisors bought 168 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $8.49K.
JPMorgan Ultra-Short Income ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #940 holding.
Mount Yale Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $435K in Q4 2025.
1,198 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.