Mittelman Wealth Management JPST — JPMORGAN ULTRA SHORT INCOME ETF

Ownership history in Mittelman Wealth Management  ·  8 quarters on record

AI Ownership Summary

Mittelman Wealth Management reported JPMORGAN ULTRA SHORT INCOME ETF (JPST) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.02% in 2025 Q3. The latest visible filing shows JPST at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JPST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mittelman Wealth Management's position in JPMORGAN ULTRA SHORT INCOME ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JPST was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPST stock page Mittelman Wealth Management fund profile Mittelman Wealth Management full holdings
How Mittelman Wealth Management held JPST — position size vs. price
% of Fund (quarterly)    JPST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 69.3% +0.7% ❌ 9,459 -21,390 -69.3% 0.31% $479K 2026-02-14 (Est.) $50.20
2025 Q3 ADDED — — — 30,849 +23,789 +337.0% 1.02% $1.6M 2025-11-17 $49.63
2025 Q2 REDUCED 20.8% +1.2% ❌ 7,060 -1,854 -20.8% 0.30% $358K 2025-08-08 $49.01
2025 Q1 REDUCED 17.2% +1.2% ❌ 8,914 -1,851 -17.2% 0.41% $451K 2025-05-15 $48.36
2024 Q4 UNCHANGED — — — 10,765 — 0% 0.50% $542K 2025-02-18 $47.83
2024 Q3 ADDED — — — 10,765 +2,621 +32.2% 0.31% $546K 2024-11-18 $47.28
2024 Q2 REDUCED 13.2% +1.9% ❌ 8,144 -1,235 -13.2% 0.27% $411K 2024-08-12 $46.68
2024 Q1 INITIATED — — — 9,379 — — 0.32% $473K 2024-05-06 $45.86

🏢 Other funds also holding JPST

As of 2026 Q1 — sorted by position size

Financially Speaking Inc 36.63% Fluent Financial, LLC 3Y 7Y 23.24% Cornerstone Management, Inc. 16.57% Ridgeline Wealth Planning, LLC 14.54% Mainstream Capital Management LLC 14.0% LANE BROTHERS & CO INC 12.95% Phoenix Wealth Advisors 3Y 12.93% Cobblestone Asset Management LLC 12.43% Paradigm Capital Management, LLC/NV 3Y 12.32% White Wing Wealth Management 12.21%

FAQ About Mittelman Wealth Management and JPST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mittelman Wealth Management reported owning JPST?

Mittelman Wealth Management reported JPST across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported JPST position in Mittelman Wealth Management's portfolio?

The largest reported portfolio weight for JPST was 1.02% in 2025 Q3.

What is the latest reported JPST position on this page?

The most recent filing on this page is 2025 Q4, when Mittelman Wealth Management reported 9,459 shares, equal to 0.31% of portfolio, with an estimated market value of $479K.

What does the chart on this JPST ownership page compare?

The chart compares Mittelman Wealth Management's quarterly JPST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mittelman Wealth Management time their JPST position?

Based on 13F filing dates vs. subsequent JPST price moves, Mittelman Wealth Management correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on JPST relative to SPY over the holding period was -11.1%.

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