Mullaney, Keating & Wright’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Mullaney, Keating & Wright’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	$3.38M	Buy	66,934 +2,276	+4%	+$115K	1.64%	16
2026 Q1	$3.27M	Buy	64,658 +4,892	+8%	+$248K	1.78%	14
2025 Q4	$3.02M	Buy	59,766 +2,872	+5%	+$146K	1.6%	16
2025 Q3	$2.89M	Buy	56,894 +5,869	+12%	+$297K	1.6%	15
2025 Q2	$2.59M	Buy	51,025 +25,307	+98%	+$1.28M	1.69%	15
2025 Q1	$1.3M	Buy	25,718 +6,496	+34%	+$328K	0.88%	19
2024 Q4	$968K	Buy	19,222 +10,385	+118%	+$524K	0.65%	20
2024 Q3	$448K	Buy	+8,837	New	+$447K	0.31%	37

Other funds holding JPST

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return