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Mountain Capital Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mountain Capital 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 		$5.77M Buy
114,051
+17,496
+18% +$884K 0.82% 13
2026
Q1 		$4.88M Buy
96,555
+7,621
+9% +$386K 0.72% 13
2025
Q4 		$4.51M Buy
88,934
+7,373
+9% +$374K 0.73% 12
2025
Q3 		$4.12M Buy
81,561
+1,040
+1% +$52.7K 0.73% 12
2025
Q2 		$4.06M Buy
80,521
+9,680
+14% +$489K 0.78% 12
2025
Q1 		$3.58M Sell
70,841
-4,288
-6% -$217K 0.77% 13
2024
Q4 		$3.79M Buy
75,129
+58,322
+347% +$2.95M 0.79% 13
2024
Q3 		$848K Buy
+16,807
New +$849K 0.19% 23

Other funds holding JPST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Mountain Capital Investment Advisors's JPST Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 18% in Q2 2026, buying an estimated $884K and bringing the position to 114,051 shares worth $5.77M. The position accounts for 0.82% of the portfolio, ranked #13.

Mountain Capital Investment Advisors first reported a position in JPST in Q3 2024 and has held it in 8 quarters since. 216 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Mountain Capital Investment Advisors held 114,051 shares of JPMorgan Ultra-Short Income ETF worth $5.77M as of Q2 2026.
  • Mountain Capital Investment Advisors bought 17,496 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $884K.
  • JPMorgan Ultra-Short Income ETF made up 0.82% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Mountain Capital Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 216 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.