Muirfield Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Muirfield Wealth 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 Q1	$206K	Sell	4,071 -137	-3%	-$6.94K	0.15%	79
2025 Q4	$213K	Sell	4,208 -66	-2%	-$3.34K	0.16%	74
2025 Q3	$217K	Sell	4,274 -52	-1%	-$2.63K	0.16%	72
2025 Q2	$219K	Buy	4,326 +286	+7%	+$14.4K	0.17%	67
2025 Q1	$205K	Buy	4,040 +65	+2%	+$3.28K	0.17%	68
2024 Q4	$200K	Sell	3,975 -455	-10%	-$23K	0.17%	66
2024 Q3	$225K	Buy	4,430 +403	+10%	+$20.4K	0.19%	60
2024 Q2	$203K	Buy	+4,027	New	+$203K	0.19%	59

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Muirfield Wealth Advisors's JPST Position: Q1 2026 in Review

Muirfield Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.3% in Q1 2026, selling an estimated $6.94K and leaving 4,071 shares worth $206K. The position accounts for 0.15% of the portfolio, ranked #79.

Muirfield Wealth Advisors first reported a position in JPST in Q2 2024 and has held it in 8 quarters since. The position peaked at $225K in Q3 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Muirfield Wealth Advisors held 4,071 shares of JPMorgan Ultra-Short Income ETF worth $206K as of Q1 2026.
Muirfield Wealth Advisors sold 137 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $6.94K.
JPMorgan Ultra-Short Income ETF made up 0.15% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #79 holding.
Muirfield Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 8 quarters since.
Muirfield Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $225K in Q3 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.