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

MSH Capital 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	$2.6M	Buy	51,318 +3,390	+7%	+$171K	0.45%	61
2026 Q1	$2.43M	Buy	47,928 +8,095	+20%	+$410K	0.51%	58
2025 Q4	$2.02M	Buy	39,833 +1,725	+5%	+$87.4K	0.43%	64
2025 Q3	$1.93M	Buy	38,108 +128	+0.3%	+$6.48K	0.52%	60
2025 Q2	$1.92M	Buy	37,980 +10,043	+36%	+$507K	0.55%	54
2025 Q1	$1.41M	Buy	27,937 +1,910	+7%	+$96.5K	0.44%	67
2024 Q4	$1.31M	Sell	26,027 -2,870	-10%	-$145K	0.41%	69
2024 Q3	$1.47M	Buy	28,897 +9,010	+45%	+$455K	0.45%	70
2024 Q2	$1M	Buy	19,887 +6,370	+47%	+$321K	0.34%	83
2024 Q1	$682K	Buy	13,517 +9,285	+219%	+$467K	0.24%	104
2023 Q4	$213K	Hold	4,232	–	–	0.08%	196
2023 Q3	$212K	Sell	4,232 -13	-0.3%	-$651	0.08%	200
2023 Q2	$213K	Buy	+4,245	New	+$213K	0.08%	200
2023 Q1	–	Sell	-9,677	Closed	-$485K	–	202
2022 Q4	$485K	Sell	9,677 -617	-6%	-$30.9K	0.22%	115
2022 Q3	$516K	Buy	10,294 +371	+4%	+$18.6K	0.25%	101
2022 Q2	$497K	Sell	9,923 -18,648	-65%	-$936K	0.23%	107
2022 Q1	$1.44M	Sell	28,571 -11,684	-29%	-$589K	0.59%	57
2021 Q4	$2.03M	Buy	+40,255	New	+$2.04M	0.91%	32

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

MSH Capital Advisors's JPST Position: Q2 2026 in Review

MSH Capital Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.1% in Q2 2026, buying an estimated $171K and bringing the position to 51,318 shares worth $2.6M. The position accounts for 0.45% of the portfolio, ranked #61.

MSH Capital Advisors first reported a position in JPST in Q4 2021 and has held it in 18 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

MSH Capital Advisors held 51,318 shares of JPMorgan Ultra-Short Income ETF worth $2.6M as of Q2 2026.
MSH Capital Advisors bought 3,390 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $171K.
JPMorgan Ultra-Short Income ETF made up 0.45% of MSH Capital Advisors's portfolio in Q2 2026, its #61 holding.
MSH Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 18 quarters since.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.